Zapier - Calendly
Connect Calendly and automate workflows on SleekFlow. Easy automations for busy people. Based on triggers set, you can create or update contacts to send messages on SleekFlow.
If you currently do not have a Zapier account, we recommend you to start a 14-day free trial here: https://zapier.com/sign-up/. You can try connecting to Shopify to experience workflow automation.
Click the button below to learn more about Zapier.
Create Zap Screen
In this tutorial, we will create an Booking Reminder zap as an example.
Select Calendly in the App Event to trigger the Zap when an event is created on Calendly.
Don't forget to name the zap on the top left corner then choose the Trigger Event to continue.
- 1.Invitee Cancelled: Send a confirmation message automatically when an invitee cancels a scheduled event.
- 2.Invitee Created: Send a confirmation message automatically when an invitee schedules an event. You can also schedule a reminder message at SleekFlow to remind invitees before the event day.
Choose an existing account to continue or create a new account by clicking "+ Connect a new account "
Click " + Connect a new account " then Zapier will direct you to the page below. Type your Calendly API Key then click " Yes, Continue ". After the creation, the new account will appear in the selection.
To retrieve your Calendly API Key, you simply log in your Calendy account then click "Integrations" in the header.
Click "Test trigger" to check if any invitee is found in your Calendly account.
If the results show: "We found an invitee! ", you can continue.
Select SleekFlow in the App Event to respond to the Zap when an event is created on Calendly.
Choose "Create or Update Contact" for the Action Event then continue
Choose an existing account to continue or create a new account by clicking "+ Connect a new account "
Click " + Connect a new account " then Zapier will direct you to the page below. Paste the API key from SleekFlow (Channels-> Zapier) then click " Yes, Continue ". After the creation, the new account will appear in the selection.
To retrieve the API key, log in your SleekFlow account then click Channels. Click Zapier then you will see "Your Unique API Key". Copy the API key and paste it in the blank to allow Zapier to access your SleekFlow account.
Please note that you have to create a new SleekFlow Contact Column first to match column that does not exist on SleekFlow. Column will not be automatically created.
Now you can match your SleekFlow column data with the Calendly event's field.
For Column Name: Value, it's for you to enter
{The column name you created on SleekFlow}: Value.
You may refer the example below.
Complete the fields, then continue. If the selections are not updated, can click "Refresh fields" at the lower left hand corner.
It is required that you retrieve the Phone Number (included with area code) and the First Name to create or update contacts on SleekFlow
Check if the set up is successful to send contact to SleekFlow.
If the test was not successful, please check if the fields for the test is completely filled in to match the fields set up above
After you successfully integrate event details to SleekFlow. You can always set automation rules on SleekFlow by referring to our guidelines.
SleekFlow uses email or phone number to map to existing contact. For example, if the phone number on Calendly is the same as an existing number on SleekFlow, that contact detail will get updated automatically.
For most automation set with integrations through Zapier, we recommend you to the New or Updated Contacts scenario. Once the contact is synced onto SleekFlow, you can set automation to immediately send updates and information.
Let's take sending a reminder message as an example, once the order is paid the automation will trigger.
You can schedule a time to send the message at a specific time.
You can customize the message using different varIables, and it will send a message based on the information obtained from Calendly and records from SleekFlow.
If you want to know more about what actions can be automated on SleekFlow, please refer to the link below and see what combinations you can create!