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 Calendly to experience workflow.

Click the button below to learn more about Zapier.

Immediately integrate SleekFlow with Calendly right here!

Build Zap

Click "Create Zap" to create your first automation rule.

1. Setting Triggers

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 Account

Choose an existing account to continue or create a new account by clicking "+ Connect a new account "

Connect a new account on Calendly

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.

2. Test trigger

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.

3. Setting Action

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 "

Connect a new account on SleekFlow

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

4. Test action

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

5. Automate Message based on Zap Trigger on SleekFlow

After you successfully added contacts automatically to SleekFlow. You can always set flow actions to trigger send messages.

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