Calendly Integrations

Ever wished you could keep up with people after you have meetings with them? This Zapier integration takes care of that for you! Once set up, new Infusionsoft contacts will be created from Calendly events invitees.

How It Works

1. A new Calendly invitee is created
2. Zapier creates or updates a contact in Infusionsoft

What You Need

• Calendly premium account
• Infusionsoft account

When someone books a meeting or other event with you, it's great to be notified of that. What better way than with an SMS message! Zapier can send you those messages anytime you have a brand new meeting scheduled.

How It Works

1. An invitee schedules an event with you in Calendly
2. Zapier sends a SMS message

What You Need

• Calendly account

After an invitee schedules a meeting with you, you might want to add them to your email marketing platform as a subscriber to stay in touch with them. This Zapier automation takes care of that for you! Once you've set this up, new Calendly invitees are automatically added to MailChimp.

Note: This Zapier integration doesn't import invitees that were created prior to Zap set up, only new Calendly invitees created after set up.

How It Works

1. A new Calendly invitee is created
2. Zapier creates a subscriber in MailChimp

What You Need

• Calendly premium account
• MailChimp account

Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This Zapier integration takes care of that for you, creating new HubSpot contacts from new Calendly invitees, to help you keep the relationship going.

Note: This Zapier integration doesn't import invitees that were created prior to Zap set up, only new Calendly invitees created after it is set up.

How It Works

1. A new Calendly invitee is created
2. Zapier creates a contact in HubSpot

What You Need

• Calendly premium account
• HubSpot account

Find yourself creating contacts in your CRM when someone schedules a meeting with you? Now with Zapier, doing that by hand is a thing of the past! You can keep working, and let Zapier handle that tedious work for you.

How It Works

1. An invitee schedules an event with you in Calendly
2. Zapier creates or updates a contact in HubSpot CRM

What You Need

• Calendly account
• HubSpot CRM account

Knowing when someone books part of your time is extremely helpful. Zapier can bridge the gap between all of your tools, and let you know in your chat app when someone books a meeting or other event with you.

How It Works

1. An invitee schedules an event with you in Calendly
2. Zapier sends a Slack direct message

What You Need

• Calendly account
• Slack account

Stop wasting your time in the shuffle to prepare for new meetings; set up this Zap and whenever someone creates an event on your Calendly, Zapier will automatically create a card for it on Trello with the event's details for your planning.

How this Calendly-Trello integration works

1. A new event is created on Calendly
2. Zapier automatically creates a card on Trello

Apps involved

• Calendly
• Trello

You may reach out to your customers and leads from anywhere. Make sure their personal details are always within reach on Google Contacts by setting up this Zap to track them. When someone creates a new event on Calendly, their contact information will be sent to Google Contacts, automatically adding them to a list for you.

How this Calendly-Google Contact integration works

1. A new event is created on Calendly
2. Zapier automation adds a new Google Contact to a list

Apps involved

• Calendly
• Google Contact

No matter how different, there's something to do for every one of your meetings and events. Get a little help following them all by setting up this automation. It will then create an Asana task for every new event someone books on Calendly with you, giving you an actionable marker to check off when ready.

How this Calendly-Asana integration works

1. Someone books an event with you on Calendly
2. Zapier automation creates a new task on Asana

Apps involved

• Calendly
• Asana

Booking a meeting with someone is just the first part of the process, now you've got to send them confirmation details. Do this with Zapier, and let us connect your bookings to emails, you'll never have to worry about sending the email yourself again.

How It Works

1. An invitee schedules an event with you in Calendly
2. Zapier sends an email via Gmail

What You Need

• Calendly account
• Gmail account

After an invitee schedules a meeting with you, oftentimes you might want to make note of that in your CRM. One simple Zapier automation can handle that for you, so you'll never need to stress about keeping tabs of who you've spoken with ever again.

Note: This integration only works for contacts that already exist in Infusionsoft.

How It Works

1. A new Calendly invitee is created
2. Zapier tags that contact in Infusionsoft with an appointment tag

What You Need

• Calendly premium account
• Infusionsoft account

Timing your automation to capitalize on your meetings is hard to do! Keep your meeting invitees engaged by adding them to your contact automation immediately. This handy Zapier integration adds new Calendly invitees to ActiveCampaign contact automation, seamlessly freshening up your contact automation with your meeting invitees.

Note: This Zapier integration doesn't import existing invitees, only new Calendly invitees created after the integration is set up.

How this Calendly-ActiveCampaign integration works

1. A new Calendly invitee is created
2. Zapier adds an ActiveCampaign contact to an automation

Apps involved

• Calendly
• ActiveCampaign

Want to add a customized event to Google Calendar every time someone books a meeting with you in Calendly? This Zap can help. Just set it up with the details you want, and each new Calendly appointment will be added to your Google Calendar the way you want.

How this Calendly-Google Calendar integration works

• An invitee schedules an event in Calendly
• Zapier adds the event to your Google Calendar

Apps Needed

• Calendly
• Google Calendar

Once you've captured your leads' interest by having them book a meeting with you, make sure you track them accordingly by setting up this Zap to identify them easily. It will trigger whenever someone creates a new event on Calendly, subscribing them to a tag on ConverKit so you can always spot them.

How this Calendly-ConvertKit integration works

1. Someone creates a new event with you on Calendly
2. Zapier automatically subscribes them to a tag on ConverKit

Apps involved

• Calendly
• ConvertKit

They've already expressed interest by reaching out and scheduling with you on Calendly; add those new names to Autopilot the moment they pop up by activating this Zap. It will trigger whenever someone books a new event with you on Calendly, automatically adding them as a contact to any Autopilot list you need.

How this Calendly-Autopilot integration works

1. A new event is created on Calendly
2. Zapier automation adds a contact to a list on Autopilot

Apps involved

• Calendly
• Autopilot

It can be embarrassing to forget details of past conversations when speaking to a client or customer! Avoid that situation with this automation. After setting it up, whenever someone books a Calendly meeting with you, Zapier will search Pipedrive for that contact, and add the details of the meeting to their activity. That way, you'll have the context of past meetings on hand.

How this Calendly-Pipedrive integration works

1. An invitee schedules an event with you in Calendly
2. Zapier looks for that person in Pipedrive, and adds the event to their record as an activity. You can choose whether to create a new Pipedrive contact if one doesn't already exist.

Apps involved

• Calendly
• Pipedrive

Leverage the convenience of allowing your clients to schedule appointments using Calendly while continuing to manage all of your client's events on Wealthbox CRM. Once setup, this Calendly-Wealthbox CRM integration will automatically add a new Wealthbox CRM event for every new event created using Calendly, making sure you always have complete visibility.

Note: This Zapier integration will not import existing Calendly events into your Wealthbox CRM account. It will only import new Calendly events once the integration has been setup.

How It Works

1. A new event is created on Calendly
2. Zapier creates a new event in Wealthbox CRM

What You Need

• Calendly account
• Wealthbox CRM account

If you set up a virtual meeting with someone, that means you've also got to do the same thing in your video conferencing platform of choice. What if that could be done for you automatically? Zapier can do just that, and you'll never need to duplicate your work again.

How It Works

1. An invitee schedules an event with you in Calendly
2. Zapier creates a meeting in GoToMeeting

What You Need

• Calendly account
• GoToMeeting account

If someone's reaching out with interest, save your time for engaging with them while we worry about data collection. Set up this automation and it will react to every new event someone creates on your Calendly, automatically adding them as a lead on Salesforce so your sales can kick in immediately.

How this Calendly-Salesforce integration works

1. Someone creates an event on Calendly
2. Zapier automation creates a new lead on Salesforce

Apps involved

• Calendly
• Salesforce

Once you've booked that meeting with your leads, you'll want to signal the update throughout your marketing automation. Set up this Zap and it'll be taken care of: When someone creates a new event on Calendly, we'll automatically send the information to Drip, creating an event for a subscriber on there, too.

How this Calendly-Drip integration works

1. A new event is booked on Calendly
2. Zapier automation triggersan event to a subscriber on Drip

Apps involved

• Calendly
• Drip