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Tool Update: Calendly Connection

Time for another tool update!

This time, our team focused on the Calendly integration – specifically Calendly Connection – and making improvements to the tool by listening to what our users were looking for.

Here’s what’s new:

  • Authentication is now handled via OAuth
    • no more copy and pasting API keys
  • Now requires an Admin or Owner Calendly Account
    • Allows one integration to create tools for every singular
      event for an entire organization
    • No more duplicate events for each employee entry
  • Custom Question responses can now be saved to the contact record
    • Once the Custom Questions are set up in the Calendly event,
      a panel will appear in tool configuration to manage where
      the responses will be saved

A few updates that will minorly change your tool integration process, but majorly affect the automation of the Calendly Connection tool.

Let’s check out the differences in the tool configuration.

How it works:

Set It Up

Begin by creating your event in Calendly with the appropriate settings and questions included. Previously, PlusThis did not have a section to track and save custom question responses. Now – we do. These questions can vary, and are saved to a specific field within your contact records.

An example of a few custom questions that PlusThis can automatically save may look like this:

Re-Authorize Your Integration

Once your event is created – and ready to be automated – it’s time to head over to PlusThis. When creating a new Calendly Connection tool, you will be prompted to re-authorize your integration with Calendly in order to manage the appropriate Admin account.

Manage Custom Question Responses

After your account is updated, you will continue on to configure the tool very similar to before – only now there is a panel for you to decipher where to save the custom question responses within the contact record.

Those are the key differences in the configuration that you will notice when setting up your Calendly Connection tool.

If you have any questions or concerns regarding setting up tools, please don’t hesitate to reach out to us. PlusThis is happy to help, and we want to be sure that our tools are being as useful as possible.

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New Tool: Webhook Catcher

Another new tool? Yep!

We know how frustrating, time-consuming, and annoying manually entering contact information from one platform to another can be. But, we also know how important it is to keep all your contacts information in one place.

We heard you guys when you asked for a way to implement automation when transferring data from third party platforms. That’s why we created our new tool Webhook Catcher.

Webhooks are naturally a little techy, so you may need help from your developer for creating the webhooks that will be sent to our servers for this tool. However, I am going to try my best to simply explain what this tool does, what’s needed from you, and the effect it can have on your time and business. Let’s keep going!

Let’s say that you’re using a third-party point of sale system to run your Gift Shop business. The POS system runs your transactions and stores all your customer’s information in their own database, ready for you to manually transfer the daily transactions data into your CRM platform. Tedious, right?

Well, applications generate webhooks that contain valuable information and allow for messages and information to be sent to other apps. In this instance, the POS system fires off a webhook containing the data for daily transactions made at your store.

Here’s where PlusThis’ new tool comes into play. Webhook Catcher catches that webhook and transfers the related customer information to your CRM platform. I know, very technical. Still with me?

Good! Now, let’s go through what information you’ll need to provide to set the tool up to transfer the appropriate information, and connect the right fields.

Here’s How It Works

Input Contact Information

In this section, you’ll pick a field to identify your contacts by that’s shared by your CRM (Keap/Activecampaign) and the platform you want to “catch” the information from. This will sync the information with the correct contact.

We recommend using your contacts email address, as it is the most common information shared, and effectively distinguishes who is a contact in your CRM.

The next field is a bit technical. This is going to be the webhook key that is included in the extended party’s webhook for the contact identifier. So for this example, the webhook that contains the data for the contacts email address may look like “webhook{key}contact.email”

You’ll notice the toggle below this information is on by default. This asks if you’d like us to create a contact if there’s no contact record found in your CRM.

Add Field Maps

Next, you’ll indicate the webhook key and related contact field you want to be transferred to your CRM. This can be fields such as payment, date, number of transactions, etc.

You are able to add as many as you’d like, but be sure that the webhook key and the contact field are aligned.

For this scenario, say you’d like to transfer the amount paid per customer transaction into your CRM records. The contact field we would select is Payment, and then we would input the correct webhook data key associated with the payment data records.

Apply Tag To Contact

If you’d like to, we included the option to add a tag to contacts when this tool is run.

For this example, you might tag the customer as “purchased.”

Input Tool URL Into Your Third Party Platform

Once you’ve named the tool and saved the configuration, you’ll receive a Tool URL. Typically, the URL is pasted into an HTTP Post within your campaign, but this tool operates a little differently.

Instead, you will input the URL received into the third-party platform when prompted to allow for the tool to catch the configured webhooks and data.

For this example, the Point Of Sale software is where you would input the Tool URL when asked where you’d prefer to have the predetermined webhooks sent.

This will activate the tool between the two entities, and efficiently transfer the information you configured in the tool to simplify and organize the data transfer process.

Phew! I know this was a lot of technical information, but the difference that this tool can make in your business, your schedule, and your sanity makes the technicalities important to understand.

I’ve created a demonstration video to give you some more background and a visual representation of Webhook Catcher. Check it out!

Demo Videos

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New Tool: Contact Nuker

Yep, you read that right.

Sometimes you need to remove a contact from your CRM as sad as that makes you feel. But there are good reasons for it.

Maybe you have bots constantly joining your email list, or some emails have started hard bouncing, or contacts have just gone cold and unengaged for over 90 days.

Whatever the reason, having an automated way to delete bad contacts has been a hot request, and now we have a tool that does just that.

Contact Nuker permanently deletes these undesired contacts to improve organization and decrease the clutter in your records.

Key word here is permanent. Once this tool is run and the contacts have been deleted, it cannot be undone. Please note this before using the tool, as we definitely don’t want you to lose your desired contacts forever!

Here’s How It Works

Say you had a campaign to cut out unnecessary contacts depending on their email engagement. This tool enables you to add a sequence for deleting contacts based on certain specifications that you decide, by running the tool through a HTTP Post.

The tool is super simple to set up, since you’re not doing the heavy lifting.

Confirm You Understand What Contact Nuker Does

To start configuration, we’re going to ask you to acknowledge a few things to be sure that you know what you are doing.

Firstly, you understand that this tool PERMANENTLY DELETES any contact that runs the HTTP Post you’ve set up.

Then, you understand that these contacts CANNOT be recovered after they have been run through the HTTP Post and deleted.

And lastly, you understand that PlusThis is NOT responsible for any errors that may result in unintentional lost contacts and associated data.

Pay close attention to tagging within your campaign to avoid any accidental deleting.

Receive URL for HTTP Post

After you’ve named the tool to decipher the tool from the others, save the configuration.

Once saved, PlusThis will generate a specific URL for you to input into a HTTP Post.

After copied, go into your campaign that was created to weed out old, unresponsive contacts based on their email engagement. Select the sequence with the HTTP Post and input the URL to activate the Contact Nuker tool.

Boom! The organization begins and the clutter starts to diminish.

Platforms

This tool is currently active for Keap(formerly Infusionsoft), ActiveCampaign, and Ontraport.

Drip already has an existing feature that performs this action when set up.

Demos

For more details about how to implement this tool into your campaign, I’ve included a couple examples using Keap and ActiveCampaign. Check them out!