Calendly Field

Integrating Calendly with your MakeForms forms can significantly improve your appointment scheduling process. This integration is ideal for businesses looking to capture user information before directing them to book an appointment or demo.

Setting Up Calendly Integration

1. Create or Edit a Form: Start by creating a new form or editing an existing one in MakeForms.
2. Add the Calendly Field: Navigate to the field options and select the Calendly field to add it to your form.
3. Authenticate with Calendly: Authenticate your MakeForms account with Calendly to link your calendars and available events directly within the form.

Configuring the Calendly Field

• Select Calendly Event: Choose the specific Calendly event you want users to book after submitting the form.
• Toggle Calendar Visibility: Decide whether the Calendly booking interface appears immediately in the form or after submission.
• Field Mapping: Map form fields such as name and email to Calendly to prefill booking information, enhancing user experience.

Workflow Example: Book a Demo

• Form Fields: Add fields to capture name, email, and phone number.
• Calendly Integration: After these details are submitted, direct users to select a demo time through Calendly.
• Submission and Scheduling: Upon form submission, users are prompted to schedule their demo, with details prefilled from the form submission.

Best Practices

• Field Customization: Customize the call-to-action on the Calendly field to align with your form’s purpose, such as “Book a Demo”.
• Authentication: Ensure your Calendly account is properly authenticated to display your available slots accurately.
• Field Mapping: Accurately map form fields to corresponding Calendly fields for a seamless user experience.

By following these steps, you can efficiently integrate Calendly with your MakeForms, streamlining the process of scheduling appointments or demos directly from your forms.