Calendly
May 4, 2022
Calendly IntegrationTired 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.
Want the automation but not the hassle of setup and maintenance?
With Managed integrations, we'll do all the heavy-lifting, so that you can focus on more important things!
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.