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How to connect Calendly and Contacts+
Create a New Scenario to Connect Calendly and Contacts+
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Contacts+ will be your first step. To do this, click "Choose an app," find Calendly or Contacts+, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Contacts+ Node
Next, click the plus (+) icon on the Calendly node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Contacts+
Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Calendly and Contacts+ Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Calendly and Contacts+ Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Contacts+
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Trigger on Webhook
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Calendly
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Save and Activate the Scenario
After configuring Calendly, Contacts+, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Calendly and Contacts+ integration works as expected. Depending on your setup, data should flow between Calendly and Contacts+ (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Calendly and Contacts+
Calendly + Contacts+ + Google Sheets: When a new Calendly invitee is created, their contact information is added to Contacts+ if it doesn't already exist. The contact's details and appointment information are then logged in a Google Sheet.
Contacts+ + Calendly + Slack: When a contact is updated in Contacts+, the automation checks for upcoming Calendly events involving that contact. If there are upcoming events, a notification is sent to a designated Slack channel to inform the team about the contact update and upcoming meeting.
Calendly and Contacts+ integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Calendly and Contacts+
How can I connect my Calendly account to Contacts+ using Latenode?
To connect your Calendly account to Contacts+ on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contact details after a Calendly event?
Yes, you can! Latenode lets you update Contacts+ records automatically using data from Calendly events, ensuring your contact information is always current and accurate.
What types of tasks can I perform by integrating Calendly with Contacts+?
Integrating Calendly with Contacts+ allows you to perform various tasks, including:
- Automatically creating new Contacts+ contacts from new Calendly invitees.
- Adding tags to Contacts+ contacts based on the Calendly event type.
- Sending customized follow-up emails via Latenode after a Calendly meeting.
- Updating existing Contacts+ records with data collected during scheduling.
- Triggering internal notifications when important Calendly events are booked.
Can I filter Calendly events based on attendee email domains?
Yes! Latenode allows you to filter events using JavaScript logic or AI, ensuring only relevant events trigger workflows.
Are there any limitations to the Calendly and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require some JavaScript knowledge.
- Rate limits of Calendly and Contacts+ APIs still apply.
- Historical data migration might need custom scripting.
