Calendly

This guide covers the steps to adding a single Calendly calendar link. If you'd like to route to different event types based on some form inputs from the visitor, you can embed a Calendly Routing Form following the same general steps below.

Personal Access Token

A token is needed to capture the name and email booked from the Calendly widget into our system.

Follow the steps here to generate one within Calendly:

• 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.

Embed Snippet

Once you have the token, follow the steps provided in the video and add it to Salesmonk Dashboard.