Overview
Required subscriptions: An Event Lead Capture plan is required.
Calendar Booking Links allow you to connect your scheduling tool to Popl so you can quickly book meetings with leads after capturing them.
This helps streamline the process of turning new leads into scheduled meetings without needing to manually re-enter lead details into the calendar booking form later on.
Setting Up Your Calendar Links
Adding Links on Mobile
Open the Popl app and go to Settings.
Tap Calendar Links.
Tap Add Link and paste your scheduling URL.
Optionally add a label (for example, “30-Min Demo” or “15-Min Intro Call”) to help identify the link later.
Tap Save.
Each user can add up to 10 calendar links. If you reach the limit, you must remove an existing link before adding another.
Adding Links on the Web Dashboard
Navigate to your profile on the dashboard.
From the Members page, select a member.
Open the Calendar Links section in the menu bar.
Paste your scheduling URL and optionally add a label.
Click Save.
The same 10-link limit per user applies to the web dashboard.
Admin Management
Admins can manage calendar booking links for team members from the web dashboard.
Full Team Admins can add and edit calendar links for any member on the team.
Sub-Team Admins can add and edit links for members within their sub-team.
Members can add and edit their own links from both mobile and web.
Booking a Meeting with a Lead
Scenario | What Happens |
If you have one link | Tapping the calendar icon on a lead opens your scheduling link directly. |
If you have two or more links | Tapping the calendar icon opens a list of your saved links. If you added labels, they will appear to help you choose the correct link. |
If you have no links added | Tapping the calendar icon shows a setup prompt with a button that takes you directly to Calendar Links in Settings. |
How Lead Data Is Passed to Your Scheduling Tool
Popl automatically pre-fills lead information in the booking form whenever the scheduling platform supports it.
Automatic Pre-Fill
The following platforms support automatic data pre-fill:
Calendly - Name and email are pre-filled
HubSpot Meetings - First name, last name, email, and company are pre-filled
Chili Piper - First name, last name, and email are pre-filled
For Other Scheduling Platforms
For platforms that do not support automatic pre-fill, such as Google Calendar or Microsoft Bookings, you can quickly copy lead data from Popl.
When opening the calendar link, you will see a Copy Popl Fields button at the top of the window. Selecting it displays the lead’s details (name, email, company, and more), allowing you to easily copy and paste the information into the booking form.
This button is also available on platforms that support automatic pre-fill if you need to copy additional lead fields.
Tracking Booked Meetings
After closing a calendar booking link, Popl will ask:
“Did you book a meeting with this lead?”
If you select Yes
The meeting is logged in Popl.
The calendar icon on the lead’s profile updates with a checkmark.
When you open the lead again, the link used to book the meeting will display a Booked tag.
You can still open any link to schedule additional meetings if needed.
If you select No
No updates are made to the lead or the calendar links.
FAQ
Question | Answer |
Can I use a scheduling tool that isn’t listed above? | Yes. You can add any valid calendar booking URL. If automatic pre-fill is not supported, you can still copy lead data using the Copy Popl Fields button and paste it into the booking form. |
Is there a limit to how many links I can add? | Yes. Each user can add up to 10 calendar booking links. If you reach the limit, you must remove an existing link before adding a new one. |
Can admins set up links for their team members? | Yes. Full Team Admins can manage links for any member on the team, and Sub-Team Admins can manage links for members within their sub-team from the web dashboard. |
Summary
Calendar Booking Links help bridge the gap between capturing a lead and scheduling a meeting. By connecting your scheduling tool to Popl, you can quickly book meetings while viewing a lead’s information.
Add your links once, and every lead becomes one tap away from a booked meeting.
💡 Tip
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