Calendly Integration
To setup Calendly meetings as a referral source, you'll need to do the following
- Log in to your Calendly account
- Go to the Integrations Page
- Select the API & Webhooks tile
- If you have no prior personal access tokens, select Get a token now under Personal Access Tokens.
- If you already have a token, select Generate new token under Your personal access tokens.
- At Create your personal access token, create an identifiable name for your token and select Create Token, then Copy token.
- During Offer Creation, add landing page, and Select Calendly as the Page Type, and paste the URL for your Calendly Meeting.
