Calendly

May 4, 2022

Calendly Integration

Tired of spending precious meeting time gathering data? Use this Zapier solution guide to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you in Calendly.

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Prerequisites

You will need the following before you can integrate Pipeline with Calendly through Zapier:

  • Zapier account (sign up for free!)
  • Calendly account (Professional or higher)

Setup and Configuration

Trigger

Select the Trigger Event as Invitee Created

Action(s)

Select the Action Event as Create Ask

Be sure to select the appropriate Pipeline Flow and enter the Calendly invitee email as the creator of the Ask.

Note, the Flow must be LIVE.

 

Next Steps

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