Customer.io and Calendly Integration

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Automatically add new Calendly invitees to Customer.io and nurture them with personalized campaigns. Latenode's visual editor makes complex logic simple, plus you only pay for execution time, saving money as you scale.

Customer.io + Calendly integration

Connect Customer.io and Calendly in minutes with Latenode.

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Automate your workflow

Swap Apps

Customer.io

Calendly

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Calendly

Create a New Scenario to Connect Customer.io 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 Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Calendly will be your first step. To do this, click "Choose an app," find Customer.io or Calendly, and select the appropriate trigger to start the scenario.

Add the Customer.io Node

Select the Customer.io node from the app selection panel on the right.

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Customer.io

Configure the Customer.io

Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Customer.io

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#1 Customer.io

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Connection *

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Connect Customer.io

Sign In

Run node once

Add the Calendly Node

Next, click the plus (+) icon on the Customer.io 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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Customer.io

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Calendly

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.

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Customer.io

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Calendly

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#2 Calendly

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Connection *

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Connect Calendly

Sign In

Run node once

Configure the Customer.io 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.

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Customer.io

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Calendly

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#2 Calendly

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Map

Connect Calendly

Calendly Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Customer.io 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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AI Anthropic Claude 3

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Calendly

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Trigger on Webhook

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Customer.io

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Customer.io, 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 Customer.io and Calendly integration works as expected. Depending on your setup, data should flow between Customer.io 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 Customer.io and Calendly

Calendly + Customer.io + Slack: When a new invitee is created in Calendly, a personalized welcome message is sent via Customer.io. A Slack notification informs the sales team about the new booking.

Calendly + Customer.io + Google Sheets: When a new Calendly invitee is created, the appointment details and customer information are logged in a Google Sheet. This triggers a targeted follow-up sequence in Customer.io.

Customer.io and Calendly integration alternatives

About Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

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.

See how Latenode works

FAQ Customer.io and Calendly

How can I connect my Customer.io account to Calendly using Latenode?

To connect your Customer.io account to Calendly on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Customer.io and click on "Connect".
  • Authenticate your Customer.io and Calendly accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger personalized Customer.io messages after a Calendly booking?

Yes, with Latenode! Automate targeted Customer.io campaigns when someone books a Calendly appointment. Use Latenode's no-code blocks to customize outreach based on event details for higher engagement.

What types of tasks can I perform by integrating Customer.io with Calendly?

Integrating Customer.io with Calendly allows you to perform various tasks, including:

  • Automatically adding new Calendly invitees to Customer.io segments.
  • Sending confirmation emails through Customer.io after a Calendly booking.
  • Updating Customer.io profiles with data from Calendly events.
  • Triggering internal notifications for new Calendly appointments.
  • Creating personalized follow-up sequences based on appointment outcomes.

How can I use JavaScript with Customer.io and Calendly in Latenode?

Latenode’s JavaScript blocks let you transform data between Customer.io and Calendly. Add complex logic and custom fields that aren’t available by default.

Are there any limitations to the Customer.io and Calendly integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • The integration is limited to the data points available in the Customer.io and Calendly APIs.
  • Real-time data synchronization depends on the polling frequency of each platform.
  • Complex transformations may require some JavaScript knowledge.

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