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How to connect Instantly and Calendly
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Calendly will be your first step. To do this, click "Choose an app," find Instantly or Calendly, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Calendly integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Calendly
Calendly + Google Sheets + Instantly: When a new invitee is created in Calendly, the event details are added to a Google Sheets spreadsheet. Instantly is then updated with this lead information for reporting purposes.
Calendly + Instantly + Slack: When a new meeting is booked in Calendly, this triggers the Instantly platform to pause active campaigns. A Slack notification is then sent to inform the team about the paused campaigns.
Instantly and Calendly integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Calendly
How can I connect my Instantly account to Calendly using Latenode?
To connect your Instantly account to Calendly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead follow-ups after meeting scheduling?
Yes! Latenode lets you trigger Instantly sequences upon Calendly booking. Automate personalized follow-ups, boosting engagement and conversion rates with ease.
What types of tasks can I perform by integrating Instantly with Calendly?
Integrating Instantly with Calendly allows you to perform various tasks, including:
- Automatically adding new Calendly invitees to Instantly campaigns.
- Updating lead statuses in Instantly after a Calendly meeting concludes.
- Sending personalized thank-you emails via Instantly after a meeting.
- Creating custom reports on campaign performance based on meeting data.
- Using AI in Latenode to summarize call notes and update CRM records.
How does Latenode handle large Instantly contact lists?
Latenode's architecture efficiently processes massive contact lists. Scale Instantly campaigns without performance bottlenecks using parallel processing features.
Are there any limitations to the Instantly and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows with extensive data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of Instantly and Calendly.
- Some advanced Instantly campaign settings may need manual configuration.
