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Zapier makes it easy to integrate Calendly with Dubsado - no code necessary. See how you can get setup in minutes.

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Calendly
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Calendly
1. Choose trigger event
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Dubsado
2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.

Add your action

An action happens after the trigger—such as "Create Project" in Dubsado.

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Zapier seamlessly connects Calendly and Dubsado, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
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      Required
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    Instant
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    Instant
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      Required
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    • Duration (in minutes)
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    • Time Zone
    • Start Date
      Required
    • End Date
      Required
    • Location Kind
    • Location
    • Additional Location Info
    Action
    Write

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Practical ways you can use Calendly and Dubsado

Add new Calendly invitees as Dubsado projects

When a new invitee schedules an event in Calendly, Zapier automatically creates a new project in Dubsado. This eliminates manual data entry and ensures every potential client or contact has a project to track activities. It's perfect for maintaining organization and saving time as your client list grows.

Business Owner
Create Dubsado projects for scheduled marketing consultations

For every marketing consultation scheduled in Calendly, Zapier sets up a new project in Dubsado. This helps marketing teams by ensuring client details and consultation workflows are managed efficiently, reducing admin time and fast-tracking campaign planning.

Marketing & Marketing Ops
Sync canceled meetings to Dubsado project status updates

When a Calendly event or meeting is canceled, Zapier updates the project's status in Dubsado. This keeps your project records in sync and ensures all team members know about any scheduling conflicts or changes, reducing confusion and preventing unnecessary follow-ups.

Project Management

Learn how to automate Calendly on the Zapier blog

Make work flow with AI

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Frequently Asked Questions about Calendly + Dubsado integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Dubsado

How do I integrate Calendly with Dubsado?

To integrate Calendly with Dubsado, you need to use Zapier as a bridge. Set up a Zap where the trigger event is a new event scheduled in Calendly, and the action is creating or updating a project in Dubsado.

Can I sync Calendly appointments to Dubsado automatically?

Yes, by using Zapier, you can automatically sync new appointments from Calendly to Dubsado. Create a Zap with the trigger event being a new appointment in Calendly and choose an appropriate action like creating a project or task in Dubsado.

What information from Calendly can be transferred to Dubsado?

When integrating via Zapier, details such as invitee name, email address, event time, and custom questions can be transferred from Calendly to corresponding fields in Dubsado.

Is it possible to update existing projects in Dubsado when an appointment is scheduled in Calendly?

Absolutely. You can set the Zap’s action to update an existing project in Dubsado when a new event is booked on Calendly by matching based on client information or project ID.

Does integration between Calendly and Dubsado allow for sending confirmation emails?

While our integration handles data transfer between platforms, sending confirmation emails should still be managed within either platform individually. Both tools support email notifications that you can customize.

Can triggers be customized for different types of appointments in Calendly?

Yes, within Zapier you have the flexibility to customize triggers for specific appointment types or conditions set up in your Calendly account.

How frequently does the synchronization happen between Calendly and Dubsado?

Through our Zapier-based integration, synchronization typically occurs almost instantly after an appointment is made or updated in Calendly.

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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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