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How to connect LiveChat and Calendly
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Calendly will be your first step. To do this, click "Choose an app," find LiveChat or Calendly, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and Calendly integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Calendly
LiveChat + Calendly + Google Sheets: When a new chat inquiry comes in, the information is logged in Google Sheets. If a meeting is subsequently scheduled via Calendly, that information is also added to the same Google Sheet, providing a central location for reporting.
Calendly + LiveChat + Slack: When a meeting is booked through Calendly, a message is sent to a designated Slack channel to notify LiveChat agents of the new booking. This allows agents to be aware of urgent meeting requests and potentially prepare for related inquiries.
LiveChat and Calendly integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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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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See how Latenode works
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FAQ LiveChat and Calendly
How can I connect my LiveChat account to Calendly using Latenode?
To connect your LiveChat account to Calendly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically schedule follow-up calls?
Yes, you can! Latenode lets you trigger Calendly invites directly from LiveChat conversations. Enhance customer engagement using visual logic and AI-powered follow-ups.
What types of tasks can I perform by integrating LiveChat with Calendly?
Integrating LiveChat with Calendly allows you to perform various tasks, including:
- Automatically creating Calendly events from chat transcripts.
- Sending personalized meeting invites directly within LiveChat.
- Updating CRM records based on scheduled meeting outcomes.
- Triggering chat follow-ups after a Calendly meeting concludes.
- Qualifying leads and routing them to appropriate booking pages.
Can I use JavaScript code inside Latenode to customize LiveChat integrations?
Yes! Latenode allows JavaScript code blocks for intricate LiveChat logic, such as advanced routing or custom event triggers.
Are there any limitations to the LiveChat and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits on LiveChat and Calendly APIs can affect high-volume workflows.
- Real-time updates depend on the polling interval configured within Latenode.
