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Parfitt_David
Level 3
Aug 27, 2019 7:36 PM UTC
Question

Anyone using a Scheduling Tool for Forms?

Hi everyone,

For upcoming trade shows, we typically attempt to drive people to either our events web page, or to an event Marketo LP where we list a particular trade show we will exhibit at. Our goal is to fill up our sales teams' schedules with meetings, so we ask prospects if they would like to schedule time with one of our reps at that event. 

Does anyone have any recommendations for a scheduling tool that integrates with Marketo, and, possibly in our forms? The hope is once someone checks the box that that want to schedule a meeting, the available times populate and the person can make a selection.

Thanks for your suggestions,

Dave

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7 replies

SanfordWhiteman
User Group Leader
User Group Leader
Aug 27, 2019 7:56 PM UTC

I've integrated Calendly, Appointlet, and ChiliPiper.

I prefer Calendly because it doesn't require a separate back-end calendar. Others assume you have a web calendar (Google, Office 365) to draw on.

If you have a back-end calendar, it's less of a clear call. You need to review the UX of each of the platforms to see which one is "best" for you.

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Eric_Lee3
Level 2
Oct 9, 2019 12:22 AM UTC

Is it possible to trigger a Calendly appointment outside of a service like Zapier, e.g., a webhook? As in, can a couple of Marketo date fields be passed to Calendly in this manner? I haven't seen a whole lot of examples of this, or perhaps I'm misunderstanding the nation of such an integration.

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SanfordWhiteman
User Group Leader
User Group Leader
Oct 9, 2019 12:35 AM UTC

I can't imagine a situation in which this would be useful -- an end-user self-scheduling tool is just that. If you integrate Calendly with another (Outlook, Salesforce, GCal) calendar you can also schedule appts using that service's API (not Calendly's) and the time will be blocked out.

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