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Selecting event calendars

  • Now that you have your token from Calendly, head back to MPCRM and navigate to your settings page and click on the integrations tab

  • Scroll down until you see "Calendly" and click "Set it up!".

  • Paste your Token and click "Sync".

If everything worked you should see all of your Calendly events magically appear. 

Now, all you have to do is toggle which events should trigger the creation of a new lead inside MPCRM. 

Auto Scope - If this is enabled for a particular event then the client/prospect will have an eSOA generated and emailed to them automatically

Auto Portal - If this is enabled for a particular event then the client/prospect will have their PURL automatically emailed to them. If no DOB field was captured on the booking then the portal will not be sent, regardless if it's enabled for the event.