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How to connect Contacts+ and Calendly
Create a New Scenario to Connect Contacts+ and Calendly
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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Calendly will be your first step. To do this, click "Choose an app," find Contacts+ or Calendly, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Calendly Node
Next, click the plus (+) icon on the Contacts+ node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
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Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the Contacts+ and Calendly 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 Contacts+ and Calendly 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 Contacts+, Calendly, 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 Contacts+ and Calendly integration works as expected. Depending on your setup, data should flow between Contacts+ and Calendly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Calendly
Calendly + Contacts+ + Google Sheets: When a new invitee is created in Calendly, a new contact is created in Contacts+ with the invitee's details, and the event details are added to a Google Sheets spreadsheet.
Calendly + Contacts+ + Slack: When a Calendly event is booked (invitee created), a contact is created or updated in Contacts+, and a notification is sent to a designated Slack channel to alert the team of the new booking.
Contacts+ and Calendly integration alternatives
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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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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FAQ Contacts+ and Calendly
How can I connect my Contacts+ account to Calendly using Latenode?
To connect your Contacts+ account to Calendly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Contacts+ with Calendly event details?
Yes! Latenode lets you sync event data to Contacts+, keeping your contact info current. Use our no-code blocks or custom JavaScript for advanced data transformations.
What types of tasks can I perform by integrating Contacts+ with Calendly?
Integrating Contacts+ with Calendly allows you to perform various tasks, including:
- Create a new Contacts+ contact when a new Calendly event is booked.
- Update a Contacts+ contact when a Calendly event is rescheduled.
- Send personalized follow-up emails using AI after a Calendly meeting.
- Add Calendly event details to a contact's notes in Contacts+.
- Create a summary report of scheduled meetings within Contacts+.
Can I filter Calendly events before updating Contacts+ on Latenode?
Yes, using Latenode's logic blocks or custom code, you can filter events based on type, duration, or attendees before updating Contacts+.
Are there any limitations to the Contacts+ and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits from Contacts+ and Calendly can affect performance.
- Historical data migration requires a separate, custom workflow.
