How To Integrate Calendly With Zapier

How To Integrate Calendly With Zapier

  1. Create a Zapier Account: Sign up or log in to your Zapier account.
  2. Start a New Zap: Click on "Make a Zap" to begin the integration process.
  3. Select Calendly as Trigger App: Search for and choose Calendly as your trigger app.
  4. Choose Trigger Event: Select the event that will start the Zap, like "New Event Scheduled."
  5. Connect Your Calendly Account: Authorize Zapier to access your Calendly account.
  6. Set Up Trigger: Follow the prompts to customize your trigger settings.
  7. Test Your Trigger: Run a test to ensure Zapier can pull data from Calendly.
  8. Select Action App: Choose the app you want to connect with Calendly (e.g., Google Sheets).
  9. Choose Action Event: Select what you want to happen in the action app, like "Create Spreadsheet Row."
  10. Connect Action App Account: Authorize Zapier to access your chosen action app.
  11. Set Up Action: Customize how the data from Calendly will be used in the action app.
  12. Test Your Action: Run a test to ensure the action works as expected.
  13. Name Your Zap: Give your Zap a descriptive name for easy identification.
  14. Turn On Your Zap: Activate your Zap to start automating your workflow.