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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.
Connect Customer.io and Calendly in minutes with Latenode.
Create Customer.io to Calendly workflow
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Customer.io
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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.
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.
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.
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.
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.
Set Up the Customer.io and Calendly Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Calendly
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.
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.
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.
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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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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:
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:
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: