Calendar Integration (Updated) · GoHighLevel w/ Robb Bailey

Calendar Integration (Updated)

"We already have a CRM and we want you to book leads directly in there"

This is the most common logistical problem we run into when installing our appointment setting system into a client's business.

So how do you deal with it?

The first and best solution is ZappyChat's Human Rollover DFY Lead Nurturing.

Don't know what that is? https://www.skool.com/gohighlevel/classroom/b36c089d?md=a0c7f25a030a40d8bd764d3ba602c2ae

You can actually put instructions for a different CRM in that SOP, and zappychat will follow them not just book appts in GHL (which is necessary for reminders and reporting), but they will duplicate that appointment inside the CRM!

Just make sure your instructions are very clear!

If you're not using ZappyChat, then first of all, honestly, why not? But second of all, we've had to figure this out a few different ways since before the days of ZC, so I'm happy to share our most popular "Integration Workarounds FAQ":

1. Open Window Availability -- If there's a "dead time" where the business is used to things being rather slow anyway, then this works great! Simply adjust the availability on the HighLevel calendar to those "slow hours", and schedule within that time frame (calendar set up discussed later).

2. Google/Outlook Integration -- If the calendar needing to be integrated is a Google or Outlook Calendar, it can be integrated directly, and that’s usually pretty painless (though it can still pose a challenge to non-tech savvy agencies). Even if the calendar is not Google, but can be integrated with Google, it’s possible to set up a daisy chain where Google connects the dots between your system and the other calendar, like this:

Your System ↔ Google ↔ Client Calendar.

Watch this video to learn more about how to integrate Google.

Watch this video to learn more about how to integrate Outlook.

3. Intermediate Phone Call Method -- Booking a phone call with the front desk/receptionist of your business allows for appointments to be set manually by the receptionist instead of GHL. This still allows for continuity between the conversation initiated from DR/Lead Nurturing, while also leveraging the time of business itself. By booking an intermediate phone appointment, the front desk/admin rep can talk them through the sales process, apply their offer, and then schedule them for an in-person actual appointment using whatever internal booking system they have.

4. The Hot Lead Variant -- This is a different kind of database reactivation. Instead of sending an offer, receiving positive responses, and following up with all the leads yourself in order to book appointments, you’re just going to take all the positive responses and pass them straight off to the business's front desk to proactively call the leads themselves and handle them from there. It’s not technically an appointment at all, so be weary of adding more work to your plate. But the advantage is that it’s very easy and incredibly scalable, and can be a very powerful solution for the right client.

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