Pushing data into WooSender
Setting up the trigger
Find and click on "Calendly" in the App & Event section
Choose the trigger for pushing data into WooSender
Select your Calendy account to connect
Click "Test trigger" and then "Continue"
Setting up the Action
Look for WooSender and click on the most recent version in the App
Set up the action trigger fields (select "Leave unassign for Round Robin.)
Click on "Test action"
Go to your WooSender account and verify if the test contact has been added
If the test contact has been successfully added to WooSender, publish your Zap
How to push data in for a scheduled appointment
Make sure your contact is already in WooSender
Setup action trigger fields ( add title, start time, end time, and an email or phone number so WooSender can create the appointment)
Click on "Test action"
Go to your WooSender account and verify if the test contact and appointment have been added
If the test contact has been successfully added to WooSender, publish your Zap
How to push data in for Pipeline & Stage
Make sure your contact is already in WooSender
Setup action trigger fields ( Contact email, Contact name, Fill out all required slots with * beside it)
Click on "Test action"
Go to your WooSender account and verify if the test contact has been added
If the test contact has been successfully added to WooSender, publish your Zap
How to push data in based on tag
Locate the "tag" field in the action
Select the appropriate tags that will be assigned to your leads after they are transferred to WooSender.