Click on Go to the Zapier Homepage and create a Zap
2
Click on "Connect this app" and enter BOOKM
3
and in "with this one!" enter whatever application you want to connect. In this case, I selected HubSpot.
4
Click on Select a Trigger
5
Click on option - "New Appointment"
6
Click on Select an Action
7
Click on option - depending on the application you want to use with BOOKM, your choices will display in the pulldown menu.
8
Click on Try it
9
Click on the first step in the integration.
10
Click on Choose app & event
11
If you haven't already set up your BOOKM integration, click on Choose an account…
12
Click on + Connect a new account
13
Grant permission to connect in the popup window.
14
Get your BOOKM API key. Go to bookm.ai
15
Click on Integration Settings
16
Copy your API key
17
Paste your API key in the permissions popup.
18
Click on Yes, Continue
19
Click on Continue
20
Then test your connection.
21
You must have an appointment in BOOKM. Find it, then continue.
22
Click on Continue
Well done!
Create how-to guides like this in a snap. Get Tango now.
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key