Calendly Integration

To integrate your Calendly booking page, you will need to have paid access to Calendly in order to be able to generate integrations.

New Calendly bookings will be added as Active contacts with the 'Active Lead' status and a substatus of "Discovery Call Booked". This also tags their lead source as Calendly.

*Borrower status for existing contacts who are Clients will not change.

Step 1. Go to Settings

Step 2. Toggle on 'See 3rd Party Integrations'

Step 3.  Toggle on 'connect to Calendly' button

Step 4. To connect, paste your calendly token which you can get by hitting the generate new token button on this page.

Step 5.  Copy the token 

Step 6. Paste token into Brokeredge settings page and hit Save.

Important: Make sure that you collect user's First and Last Name separately as well as their email address on the Calendly form.

Here is a video on the steps: