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Set up your first integration
Quickly connect Calendly to OnePageCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly with OnePageCRM - no code necessary. See how you can get setup in minutes.
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 "Close Sales Cycle" in OnePageCRM.
You’re connected!
Zapier seamlessly connects Calendly and OnePageCRM, 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.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Mark Invitee as No Show
Marks a specific invitee as a no show.
ActionWrite
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Practical ways you can use Calendly and OnePageCRM
Sync scheduled meetings to a CRM.
When an invitee schedules a meeting through Calendly, Zapier can automatically create a new contact in OnePageCRM. This removes the need for manual data entry and ensures that your CRM is always up-to-date with potential leads, saving time and reducing the chance of errors.
Business OwnerMark missed meetings in task pipelines.
When an invitee is marked as a no-show in Calendly, Zapier can create a call log in OnePageCRM with details for follow-up. This ensures missed meetings are documented and addressed, supporting proactive project management and maintaining smooth client communication.
Project ManagementAdd follow-up tasks based on scheduled events.
After an invitee schedules a meeting in Calendly, Zapier can trigger the creation of a Next Action in OnePageCRM. This helps sales teams stay organized and ensures timely follow-ups, boosting conversion rates and enabling better task management.
Sales OpsLearn how to automate Calendly on the Zapier blog
Learn how to automate OnePageCRM on the Zapier blog
Frequently Asked Questions about Calendly + OnePageCRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and OnePageCRM
How do I integrate Calendly with OnePageCRM?
You can integrate Calendly with OnePageCRM using Zapier. By setting up a Zap, you can automate workflows between the two apps, such as creating new contacts or updating existing ones in OnePageCRM whenever a new event is scheduled in Calendly.
What triggers can I use for this integration?
In the Calendly and OnePageCRM integration, you can use triggers like 'New Invitee Created' in Calendly, which will prompt actions in OnePageCRM, such as adding or updating a contact.
What actions are available in OnePageCRM for this integration?
When an event occurs in Calendly, actions available in OnePageCRM include creating a new contact, updating an existing contact, or adding a note to the contact's record.
Can I automate follow-ups after a Calendly meeting using this integration?
Yes, by setting up a workflow that triggers after a 'New Invitee Created' event in Calendly to automatically create tasks or reminders for follow-ups within OnePageCRM.
Is it possible to customize the data sent from Calendly to OnePageCRM?
Absolutely. We allow you to map fields from Calendly to corresponding fields in OnePageCRM during the setup of your Zap. This ensures that only relevant data is transferred.
How do I handle errors during the sync process?
If an error occurs during the sync between Calendly and OnePageCRM, we recommend checking your Zap history on Zapier for detailed logs on what went wrong and adjusting your setup accordingly.
Do I need any special permissions to set up this integration?
You'll need permission to access both your Calendly and OnePageCRM accounts to set up this integration through Zapier. Make sure you have admin rights or equivalent access levels.
