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How to connect Calendly and Youform
Create a New Scenario to Connect Calendly and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Calendly or Youform, 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 Youform Node
Next, click the plus (+) icon on the Calendly node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Calendly and Youform 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 Youform 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Calendly, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Calendly and Youform (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 Youform
Calendly + Youform + Google Sheets: When a Calendly invitee is created or a Youform is submitted, a new row is added to a Google Sheet to track appointments and form submissions.
Youform + Calendly + Slack: When a Youform is submitted, automatically create a Calendly event and send a message to a Slack channel summarizing the submission details and the Calendly invite details.
Calendly and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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See how Latenode works
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FAQ Calendly and Youform
How can I connect my Calendly account to Youform using Latenode?
To connect your Calendly account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from Calendly bookings in Youform?
Yes, you can! Latenode allows you to instantly pass Calendly booking data to Youform, creating new leads and automating your sales funnel. Save time and close more deals!
What types of tasks can I perform by integrating Calendly with Youform?
Integrating Calendly with Youform allows you to perform various tasks, including:
- Automatically adding new Calendly invitees as contacts in Youform.
- Sending thank-you notes through Youform after a Calendly event.
- Updating Youform fields based on Calendly event outcomes.
- Creating project tasks in Youform when Calendly meetings are booked.
- Generating personalized follow-up forms via Youform after Calendly events.
How can I filter Calendly events based on invitee responses in Latenode?
Latenode lets you filter Calendly events using advanced logic and JavaScript steps. Process only relevant appointments, saving time and resources.
Are there any limitations to the Calendly and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API limits of both apps.
- Large data volumes may require optimized workflow design.
