When this happens...
CalendlyInvitee Created
Then do this...
InfusionsoftTag Existing Contact

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
Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Calendly + Infusionsoft and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Invitee Canceled

Triggers when an invitee cancels a scheduled event.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Invitee Created

Triggers when an invitee schedules an event.

Tag Existing Contact

Applies a tag to an existing contact.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

New Opportunity

Triggers when you add a new opportunity.

Create Note

Creates a note on an existing contact

New Subscription

Triggers when a contact subscribes to plan.

Update Contact

Updates an existing contact.

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Become a Zapier Integration Partner

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.

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.