I virtual network with a lovely chap and over the past few meetings, he's been mulling over subscribing to YourPCM. "Now's the time for a free trial!" he proclaimed after our last event together, "But I need YourPCM to do something extra!". Colour me intrigued sir ...
He told me that when new people use Calendly to book a meeting with him, he has to ring them up and get all their details so he knows who he's dealing with and can keep in touch with them before and after his meeting. He's a very busy chap and found that a bit of a time waster, so he wondered if there was something YourPCM could do to help.
I had a look at the Calendly API. Yes, it could work that way, but I always like to go for the simplest solution whenever possible. So, it turns out that in the notifications section of a Calendly booking form, you can set up an external URL for it to redirect to once a booking has been made. And you can also tell it to send details of the booking along with the redirect.
That's the way to do it! Nice and simple! I needed to write a custom script that could be redirected to (a webhook) and then have it handle the data sent and get a new contact into the YourPCM database for the subscriber. Should be a couple of hours of work at most.
Well, there was great wailing and gnashing of teeth at the start. Was it doing a GET or a POST? The documentation was unclear. And working out what fields were sent and in what format was a bit of a pain. For example, phone numbers come in with a plus sign and country code, so that needed tweaking, especially if it was a UK mobile number. And there were a few other little bits and pieces I needed to reformat.
I have a demonstration arranged for next week with him and I know now that he'll start a free trial after it. He's agreed to let me log in to his Calendly account and tweak his booking form to work with YourPCM then any new bookings will result in a new contact being added to his contact database.
I also updated the Extras Tab in YourPCM to explain what it is and how it works. It does mean doing things in a Calendly booking form in the right way, but it's not a major change and something my team can do in a few minutes if the subscriber doesn't feel confident about doing it themselves.
Ok, so it was an afternoon's work to get that sorted, not just a couple of hours, but I'm a curious coder and do love a challenge. Besides, now I'll get another subscriber and, of course, it's an added draw for potential new subscribers in future too.
Well worth the Saturday afternoon I put in to make it work.
If anything I've mentioned here resonates with you, do call me on 07490 373980 and let's see how I can help.