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Calendly Connection Support Resources

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Feature Overview

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Calendly Connection lets you connect your Calendly account and your CRM. When a Calendly gets scheduled, the registrant’s information will be sent to PlusThis and we will pass that information onto your CRM. Creating a contact record, if necessary, and updating fields and tags on the record to include the date and time of the appointment.

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How to set up the Feature

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  1. Select from the dropdown which event type you would like to set this connection up for.
  2. Toggle the switch if you would like a new contact record created if a record doesn’t already exist for the person who schedules the appointment.
  3. Under the “What would you like to do when a customer registers for an event?” section – select the following fields, if desired.
    1. Pick which field you would like the start time stored in
    2. Pick which field you would like the end time stored in
    3. Select which tag(s) you would like applied when someone books a time on your Calendly calendar.
  4. Under the “What would you like to do when a customer reschedules?” section – select the following fields, if desired.
    1. Toggle the switch if you’d like to update the original contact record if the contact information provided is different.
    2. Pick which field you would like to store the reschedule reason in
    3. Pick which field you would like to store the time of the rescheduled start time
    4. Pick which field you would like to store the time of the rescheduled end time
    5. Select which tag(s) you would like applied to the contact record when someone reschedules their appointment
  5. Under the “What would you like to do when a customer cancels their registration from an event?” section – select the following fields, if desired.
    1. Pick which field you would like to store the cancel reason in
    2. Pick which field you would like to store the time of the cancellation in
    3. Select which tag(s) you would like applied to the contact record when someone reschedules or cancels their appointment
  6. Under the “Here is some more data from Calendly that you can also save in your CRM” section – select the following fields if desired
    1. Pick which field you would like to store the Calendly Contact Owner in
    2. Pick which field you would like to store the Event Name in
    3. Pick which field you would like to store the Event Duration in
  7. Name and save the configuration

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  1. Select from the dropdown which event type you would like to set this connection up for.
  2. Toggle the switch if you would like a new contact record created if a record doesn’t already exist for the person who schedules the appointment.
  3. Under the “What would you like to do when a customer registers for an event?” section – select the following fields, if desired.
    1. Pick which field you would like the start time stored in
    2. Pick which field you would like the end time stored in
    3. Select which tag(s) you would like applied when someone books a time on your Calendly calendar.
  4. Under the “What would you like to do when a customer reschedules?” section – select the following fields, if desired.
    1. Toggle the switch if you’d like to update the original contact record if the contact information provided is different.
    2. Pick which field you would like to store the reschedule reason in
    3. Pick which field you would like to store the time of the rescheduled start time
    4. Pick which field you would like to store the time of the rescheduled end time
    5. Select which tag(s) you would like applied to the contact record when someone reschedules their appointment
  5. Under the “What would you like to do when a customer cancels their registration from an event?” section – select the following fields, if desired.
    1. Pick which field you would like to store the cancel reason in
    2. Pick which field you would like to store the time of the cancellation in
    3. Select which tag(s) you would like applied to the contact record when someone reschedules or cancels their appointment
  6. Under the “Here is some more data from Calendly that you can also save in your CRM” section – select the following fields if desired
    1. Pick which field you would like to store the Calendly Contact Owner in
    2. Pick which field you would like to store the Event Name in
    3. Pick which field you would like to store the Event Duration in
  7. Name and save the configuration

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  1. Select from the dropdown which event type you would like to set this connection up for.
  2. Toggle the switch if you would like a new contact record created if a record doesn’t already exist for the person who schedules the appointment.
  3. Under the “What would you like to do when a customer registers for an event?” section – select the following fields, if desired.
    1. Pick which field you would like the start time stored in
    2. Pick which field you would like the end time stored in
    3. Select which tag(s) you would like applied when someone books a time on your Calendly calendar.
  4. Under the “What would you like to do when a customer reschedules?” section – select the following fields, if desired.
    1. Toggle the switch if you’d like to update the original contact record if the contact information provided is different.
    2. Pick which field you would like to store the reschedule reason in
    3. Pick which field you would like to store the time of the rescheduled start time
    4. Pick which field you would like to store the time of the rescheduled end time
    5. Select which tag(s) you would like applied to the contact record when someone reschedules their appointment
  5. Under the “What would you like to do when a customer cancels their registration from an event?” section – select the following fields, if desired.
    1. Pick which field you would like to store the cancel reason in
    2. Pick which field you would like to store the time of the cancellation in
    3. Select which tag(s) you would like applied to the contact record when someone reschedules or cancels their appointment
  6. Under the “Here is some more data from Calendly that you can also save in your CRM” section – select the following fields if desired
    1. Pick which field you would like to store the Calendly Contact Owner in
    2. Pick which field you would like to store the Event Name in
    3. Pick which field you would like to store the Event Duration in
  7. Name and save the configuration

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  1. Select from the dropdown which event type you would like to set this connection up for.
  2. Toggle the switch if you would like a new contact record created if a record doesn’t already exist for the person who schedules the appointment.
  3. Under the “What would you like to do when a customer registers for an event?” section – select the following fields, if desired.
    1. Pick which field you would like the start time stored in
    2. Pick which field you would like the end time stored in
    3. Select which tag(s) you would like applied when someone books a time on your Calendly calendar.
  4. Under the “What would you like to do when a customer reschedules?” section – select the following fields, if desired.
    1. Toggle the switch if you’d like to update the original contact record if the contact information provided is different.
    2. Pick which field you would like to store the reschedule reason in
    3. Pick which field you would like to store the time of the rescheduled start time
    4. Pick which field you would like to store the time of the rescheduled end time
    5. Select which tag(s) you would like applied to the contact record when someone reschedules their appointment
  5. Under the “What would you like to do when a customer cancels their registration from an event?” section – select the following fields, if desired.
    1. Pick which field you would like to store the cancel reason in
    2. Pick which field you would like to store the time of the cancellation in
    3. Select which tag(s) you would like applied to the contact record when someone reschedules or cancels their appointment
  6. Under the “Here is some more data from Calendly that you can also save in your CRM” section – select the following fields if desired
    1. Pick which field you would like to store the Calendly Contact Owner in
    2. Pick which field you would like to store the Event Name in
    3. Pick which field you would like to store the Event Duration in
  7. Name and save the configuration

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  1. Select from the dropdown which event type you would like to set this connection up for.
  2. Toggle the switch if you would like a new contact record created if a record doesn’t already exist for the person who schedules the appointment.
  3. Under the “What would you like to do when a customer registers for an event?” section – select the following fields, if desired.
    1. Pick which field you would like the start time stored in
    2. Pick which field you would like the end time stored in
    3. Select which tag(s) you would like applied when someone books a time on your Calendly calendar.
  4. Under the “What would you like to do when a customer reschedules?” section – select the following fields, if desired.
    1. Toggle the switch if you’d like to update the original contact record if the contact information provided is different.
    2. Pick which field you would like to store the reschedule reason in
    3. Pick which field you would like to store the time of the rescheduled start time
    4. Pick which field you would like to store the time of the rescheduled end time
    5. Select which tag(s) you would like applied to the contact record when someone reschedules their appointment
  5. Under the “What would you like to do when a customer cancels their registration from an event?” section – select the following fields, if desired.
    1. Pick which field you would like to store the cancel reason in
    2. Pick which field you would like to store the time of the cancellation in
    3. Select which tag(s) you would like applied to the contact record when someone reschedules or cancels their appointment
  6. Under the “Here is some more data from Calendly that you can also save in your CRM” section – select the following fields if desired
    1. Pick which field you would like to store the Calendly Contact Owner in
    2. Pick which field you would like to store the Event Name in
    3. Pick which field you would like to store the Event Duration in
  7. Name and save the configuration

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Implementation Guide

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This feature does not require additional implementation aside from creating and saving the feature. PlusThis will automatically trigger after each appointment is created.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494373334363-f83a634e-fbee”][vc_column_text]

To implement this feature, paste the Feature URL in a Send a Webhook action inside of your campaign. Ensure that you place the Webhook action at the point where you want the feature to fire.

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To implement this feature inside of Drip. Add PlusThis as a Drip Integration. You can then select PlusThis as the action, and from the dropdown you can select the PlusThis feature you’ve created.

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To implement this feature, paste the Feature URL in a Trigger a Webhook action inside of your workflow. Ensure that you place the Webhook action at the point where you want the feature to fire.

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To implement this feature, paste the Feature URL in a Webhook action inside of your automation. Ensure that you place the Webhook action at the point where you want the feature to fire.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

Feature Tip

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  • Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

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  • Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1520567445169-7cebde6f-1504″][vc_column_text]

  • Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520567445249-d1996d89-f44f”][vc_column_text]

  • Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521064795663-1572c3a2-de3e”][vc_column_text]

  • Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

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Feature Blueprint

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Feature FAQ

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Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1496372025096-c6af8803-5039″][vc_toggle title=”Why can’t I find my Event Type in the dropdown?”]

Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1496372023209-9f36b5e1-af4a”][vc_toggle title=”Why can’t I find my Event Type in the dropdown?”]

Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520024538171-b6f998de-4895″][vc_toggle title=”Why can’t I find my Event Type in the dropdown?”]

Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

[/vc_toggle][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521064811867-2475a2b6-a0e2″][vc_toggle title=”Why can’t I find my Event Type in the dropdown?”]

Only one PlusThis feature can be configured for each Event Type you have in Calendly. If you don’t see your event listed in the dropdown, it click on the link directly to the right “click here to view list of configured Calendly events” to see if you already have a feature created for the Event Type you’re looking for.

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Helpful Downloads

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