With Chameleon's Calendly integration, you can schedule meetings with users from Chameleon tour steps. To learn about Calendly visit our integration page

The Calendly integration includes two components:

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

  • Add On -- launch the Calendly meeting scheduler from a Chameleon tour step

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


Getting data from Calendly

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:

  • First, you'll need to get your Calendly Authentication Token, from your Calendly Integrations page. You can also find more information in this Calendly help article.

  • Then, you'll need to enter your Calendly API key into the API Key field in your Chameleon Dashboard and click Connect.

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

You'll see a Calendly actions filter group when creating a Target Audience, 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.


Opening the Calendly modal in-app using Chameleon

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

Doing this is very simple, as you can leverage button actions to trigger the Calendly modal to show as soon as your users click a button in a Chameleon Experience.

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

  • 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 there is another step in your tour after this, it does not 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. 


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