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Calendly integration user guide
Calendly integration user guide
Learn how to set up and use Chameleon's Calendly integration
Pulkit Agrawal avatar
Written by Pulkit Agrawal
Updated over a week ago

With Chameleon's Calendly integration, you can schedule meetings with users straight from your product announcements or tours. To learn about Calendly visit our integration page.ย 

The Calendly integration includes two components:

  • Data Source -- get Calendly meeting data into Chameleon (for targeting)

  • Add On -- launch the Calendly meeting scheduler from a Chameleon Tour or Microsurvey

Quick access

To configure this integration, go to the Integrations page on the Chameleon Dashboard, find the Calendly integration option, and click "Configure".

Here, all you need to do is enable the "Calendly modals" toggle and you'll be able to launch any Calendly scheduler from Chameleon buttons within the Experiences you'll build.

By connecting Chameleon to your Calendly account, you can use Calendly data to segment your users and target Chameleon Experiences based on, for example, whether your users have scheduled a meeting with you.

Setting this up is very simple:

This will immediately enable your Calendly integration and you can then use Calendly data to target your Experiences.

You'll see a Calendly actions filter group when creating a custom Segment to target Experiences to, which will contain a number of different events which you can use to segment your users, namely:

  • Event name (string)

  • Event assigned to (string)

  • Event cancellation time (by days/date)

  • Event duration (in minutes)

  • Event location (string)

  • Event slug (string)

  • Event start time (by days/date)

Note: We will use the most recent data if a user has scheduled multiple events. This includes both in-product scheduling and those scheduled via the webpage.

An interesting way to leverage your Chameleon Experiences to seamlessly connect with Calendly is by triggering the modal from a button action, allowing your users to schedule a meeting directly from your app.

Doing this is very simple, select the button you want to launch this, and under "Additional Actions" select Calendly. Paste the event URL and now, whenever a user clicks this button, a Calendly modal will show for a frictionless user experience. ๐Ÿ˜‰

You can use this to schedule calls with users, at their convenience, and personalize your messages based on who they are and what they have done in your product. Some reasons why you might schedule calls are:

  • Get feedback on a new feature or beta test

  • Offer a customer success webinar to help users better learn your product

  • Provide a personalized demo to qualified leads

For ideas, check out some examples of how customers use Calendly here.

Note: After the Calendly modal is opened, users must manually close this, so beware that if another Step should appear after this, it won't conflict with the Calendly modal. We suggest using Step triggers to require the user to take another action (such as a click on a specific element in your product) before the next step is shown.ย 

The API is only needed for sending data from Calendly back into Chameleon in order to target Experiences.

If you'd like to link to your Calendly calendar so your user can schedule time with you, simply add the Calendly URL as a hyperlink or add a Button with a Button action that opens the Calendly Modal.

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