This automation scenario allows you to connect Calendly and Facebook Offline Conversions
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Calendly and Facebook Offline Conversions can also be integrated using automation tools other than zapier:
When this trigger fires in Calendly
Triggers when an invitee schedules an event
Then this action happens in Facebook Offline Conversions
Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Facebook campaigns to offline activity and business impact.
This guide contains information on how to set up an automatic workflow that allows to Send offline events to Facebook when Calendly invitees are created.
Part I
First, we need to connect Calendly and Facebook Offline Conversions to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Calendly to Zapier.
Give Zapier access to your Calendly account, using Calendly credentials.
Connect Facebook Offline Conversions to Zapier.
Give Zapier access to your Facebook Offline Conversions account, using Facebook Offline Conversions credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Calendly
Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).
Then set up an Action for Facebook Offline Conversions
Choose this action: Send Offline Event (Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Facebook campaigns to offline activity and business impact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and Facebook Offline Conversions.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send offline events to Facebook when Calendly invitees are created!
Triggers when an invitee schedules an event
Triggers when an invitee cancels a scheduled event.
This trigger fires when someone schedules a new Calendly event with you.
Triggers when a new event is scheduled
Invitee created (instant)
Invitee cancelled (instant)
Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Facebook campaigns to offline activity and business impact.
Add an Event from your ecommerce store/CRM/etc. to Facebook Business Manager
Upload offline transaction data to an offline purchase event.
Business.
Triggers when a new Country is added.
Triggers in background.
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