Optimize your Calendly schedules with Zobot

Hello everyone!

We all know managing and scheduling appointments with prospects can be a daunting task, but not anymore! Provide your website visitors the ability to schedule appointments/bookings with you at ease with the Calendly integrated Zobot. Let's see how this Zobot works and how to create one.

How does this Zobot work?

This bot can engage with your visitors, list the available services, and schedule a booking via Calendly only after verifying by OTP through email.

Schedule bookings: Bot provides visitors a single-use scheduling link to schedule bookings/appointments.
Pre-populate visitor Details: Pre-fills the information such as name and email while booking.
Track bookings: Bot assists to check the status of bookings by simply receiving an email from the user.

Zobot Integration and Requirements:

You can integrate using invoking URL (for API calls) with SalesIQ scripts using personal access tokens (Basic Authorization).

Initiates/triggers a welcome message for interaction with the visitor.
Authenticate the visitor by using OTP via email.
Create bookings via Calendly
Track the status of the booking.

This is the flow of bot, you can make changes to the flow according to your business needs.

How to create this Zobot?

In the Zoho SalesIQ dashboard, navigate to Settings > Zobot > Add. Provide the necessary information and choose SalesIQ Scripts platform.

To integrate with your Calendly account with SalesIQ, a token is required.

Generate your access token by,

Navigate to Calendly dashboard, Integration > API & Webhooks > Generate New token > Name the token > Copy the token.

Paste this token to invoke URL at SalesIQ scripts.
After making respective changes, Publish the bot.

Schedule booking with Zobot:

Do the following changes in the context handler.

Create a variable for storing the token and add the token in header.
In params map, paste the unique id of the respective event type, to find out how to get it, click here.

For each event you provide, there is a unique id, find it and use it accordingly in your scripts.

token = " Bearer <Paste your token here>";
header = Map();
header.put("Authorization",token);
//Create a map to hold the parameters required to execute the API call
params = Map();
// Parameters to generate a single-use scheduling link.
params.put("max_event_count","1");
params.put("owner","https://api.calendly.com/event_types/ <Paste unique ID of event type>");
params.put("owner_type","EventType");

Note: This is based on Calendly’s scheduling links API.

Track bookings by Zobot:

Do the following changes in the context handler,

Create a variable for storing the token and add the token in header.
In params map, paste the unique id of your organization, to find out how to get it, click here.

This script returns the last three booking of client in descending order.

token = " Bearer <Paste your token here>";
header = Map();
header.put("Authorization",token);
//Create a map to hold the parameters required to execute the API call
params = Map();
// Parameters to obtain last 3 booking of customer.
params.put("organization","https://api.calendly.com/organizations/<Paste your organization Unique ID>");
params.put("invitee_email",email);
params.put("count","3");
params.put("sort","start_time:desc");

Note: This is based on Calendly’s scheduled events API.

We also have Sample scripts for different use cases. To learn more about Zobot and its integrations, please visit our Resource section.

Happy Zoboting!

Regards,

Sasidar Thandapani

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