You are offered the ability to enable or disable certain features and functions for specific third-party applications in the fourth stage of the Scheduling Link creation process (Automations Stage), under Additional Configurations.
Here you’ll find additional configurations for the following third-party applications:
Infusionsoft
The following are the functions of this third-party software that you can enable or disable based on your preferences:
- Create New Record - Always create a new contact record (do not check Infusionsoft for existing contacts).
- Not Assign Contact - If inserting events into infusionsoft, do not assign contact owner.
- Sync Booking With Infusionsoft - Sync this Booking page with Infusionsoft.
To enable or disable any of the functions above:
Click Additional Configurations on the left side of the Automations page,
In the Additional Configurations section, under Infusionsoft, toggle the switch beside the function that you want to enable or disable. To save your changes, click the Save & Stay on this step button in the bottom-right corner of the screen. |
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Salesforce
The following are the functions of this third-party software that you can enable or disable based on your preferences:
- If inserting events into Salesforce, do not assign owner
- Sync this Booking page with Salesforce
To enable or disable any of the functions above:
Click Additional Configurations on the left side of the Automations page,
In the Additional Configurations section, under Salesforce, toggle the switch beside the function that you want to enable or disable. To save your changes, click the Save & Stay on this step button in the bottom-right corner of the screen. |
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HubSpot
The following are the functions of this third-party software that you can enable or disable based on your preferences:
- If inserting events into Hubspot, do not assign owner
- Sync this Booking page with Hubspot
To enable or disable any of the functions above:
Click Additional Configurations on the left side of the Automations page,
In the Additional Configurations section, under HubSpot, toggle the switch beside the function that you want to enable or disable. To save your changes, click the Save & Stay on this step button in the bottom-right corner of the screen. |
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Outlook.com
The following are the functions of this third-party software that you can enable or disable based on your preferences:
- Turn on 15 minute Outlook calendar reminder
- Sync this Booking page with Outlook
To enable or disable any of the functions above:
Click Additional Configurations on the left side of the Automations page,
In the Additional Configurations section, under Outlook.com, toggle the switch beside the function that you want to enable or disable. To save your changes, click the Save & Stay on this step button in the bottom-right corner of the screen. |
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