In this guide, we will show you how to track Calendly events in SalesWings using Zapier.
First, make sure to create a SalesWings API token as explained here.
Secondly, make sure Zapier and SalesWings are connected. Here's how to do so.
Once connected, go to Zapier and click on "Create Zap".
Here is the zap you want to create:
Build the trigger
Look for the Calendly app and select the trigger event you want to track. In this case, we want to create an event when an invite is created.
Next, you need to select the Calendly account you want to connect. You can click on "Manage connected accounts" if you need to add a new account.
You can now test this trigger and move on to the next action.
2. Build a Custom Request action
Choose the app "Custom Request in Webhooks by Zapier" and select Custom Request for the action event.
Set up the below action:
Method: POST
URL: https://helium.saleswings.pro/api/core/eventsData Pass-Through: False
Data:
{
"leadRefs": [
{
"value": "1. Invitee Email",
"type": "email"
}
],
"kind": "SCHEDULED",
"data": "1. EventType Name",
"type": "tracking"
}Note: you can customize "kind" and "data"
Unflatten: No
Headers:
- Content-Type: application/json
- Authorization: Bearer YOUR_API_TOKEN(e.g., if the token is "1234abcd", the value of Authorization header would be "Bearer 1234abcd"; the token is the one generated in the SalesWings API section of the settings page).
Test your zap, now you can save it.
In your SalesWings cockpit, the names you set up for "KIND" and "DATA" will show as a custom event under the lead Intent history.
We recommend you set up a tag and/or a score for such action. Here's how to do it:
