Connecting Calendly to Track All Incoming Leads

Quickly set up a direct integration between Pathmonk and Calendly

Pathmonk allows you to use a personal access token and authenticate an internal or private application with the Calendly API v2.

Here you can find the procedures on how to obtain a personal access token in Calendly:
https://developer.calendly.com/how-to-authenticate-with-personal-access-tokens

Creating a Personal Access Token:

1. Login to your Calendly account

2. Go to the Integrations Page

3. Select the API & Webhooks tile

4. If you have no prior personal access tokens, select Get a token now under Personal Access Tokens.

5. If you already have a token, select Generate new token under Your personal access tokens.

6. Create your personal access token, create an identifiable name for your token, and select Create Token, then Copy token.

7. If you need new personal access tokens, select Generate new token on your API & Webhooks page and repeat steps 5-7 as desired.

*You may need to confirm the creation of the token using a 2FA.*
*The token can only be copied at this step in the process, ensure you can add the code to Pathmonk immediately after creating the token*

Connecting Calendly and Pathmonk:

1. Create your Calendly personal access token
2. Login to crm.pathmonk.com
3. Click Intelligence 
4. Select Website Goals
5. Click Add new Goal
6. Enter a Goal Name
7. Select the Goal Category (optional)
8. Select a Goal Type (optional)
9. Add Additional Notes (optional)
10. Click Set Tracking Method
11. Click 3rd Party Tool
12. Select Calendy from the 3rd party tool options
13. Click Save Goal
14. Click the Connect button in the Calendly Incoming Bookings
15. Enter the Calendly Personal Access token
16. Click Connect
17. Click Close

If you have any questions, please don't hesitate to open a ticket with our support team.