How to connect iFOLIO Cloud + Calendly
Zapier lets you send info between iFOLIO Cloud and Calendly automatically—no code required.
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
This integration automatically sends your digital business card in iFOLIO Cloud to the prospect who booked with you in Calendly. You can build a custom share message in Zapier, or search for one of your share messages by name.
Step 1: Calendly --> iFOLIO share
Navigate to https://zapier.com/apps/ifolio-cloud/integrations and scroll down to Popular ways to use iFOLIO Cloud.
You are looking for Send iFOLIO Cloud digital business cards to new Calendly invitees. Then click Try it on the far right.
Step 2: Configuring your trigger step
You will then be taken to the Zapier editor and prompted to log in with your Calendly account.
Note ~ you’ll need to be on Premium or Pro Calendly subscription to link to Zapier.
Follow the instructions to locate your Calendly API Key and connect your account. You should be returned to the Zapier Editor once your connection is made and can continue with the set up.
Step 3: Configuring your action step
Now it’s time to configure the action aka iFOLIO share!
Follow the instructions to locate your iFOLIO API Key and connect your account. Note ~ only managers have access to API Keys so ask your manager or email@example.com to get the key.
Click Yes, Continue. Now you should be in the set up action portion of your action. Some fields should already be configured for you.
Step 4: Setting up actions
First, you need to select the user who owns the iFOLIO you want to send. So, if John wants to send his digital biz card, he will scroll down to find John Doe.
Once you select the user, select the published iFOLIO you wish to send. If you are gathering the phone number from your Calendly form, you can insert that as well and an email and sms message will be sent.
Step 5a: Message Type
Lastly, select the Message and Signature you wish to send. You can use your default share message, search for a specific message by name, or create a custom one in Zapier!
You can add / edit the share message under Share Settings on iFOLIO dashboard.
Step 5b: Signature
For signatures, you can use your default signature or create a custom one in Zapier.
You can edit your default signature on the Share Settings of iFOLIO dashboard.
Step 6: Testing your Zap
Once all your fields are configured, you can test your action step (we recommend only testing if you are the one you are sending it too!) and turn on your Zap!
Don’t move forward until you have had a successful test!
You're all set!
So, now you have linked your Calendly account and successfully tested your trigger. It’s time to give yourself a high-five and keep trucking along.
Once you turn on your Zap, Zapier will automatically share your iFOLIO digital business card every time there is a new Calendly invitee created.
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