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Connect OpenPhone with Calendly to automate call scheduling based on availability. Using Latenode's visual editor and affordable pricing, you can easily build custom workflows for lead follow-up and appointment confirmations, scaling effortlessly as your business grows.
Connect OpenPhone and Calendly in minutes with Latenode.
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Create a New Scenario to Connect OpenPhone and Calendly
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or Calendly will be your first step. To do this, click "Choose an app," find OpenPhone or Calendly, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone 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 OpenPhone node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
OpenPhone
โ
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 OpenPhone 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 OpenPhone and Calendly Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
Calendly
Trigger on Webhook
โ
OpenPhone
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring OpenPhone, Calendly, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the OpenPhone and Calendly integration works as expected. Depending on your setup, data should flow between OpenPhone and Calendly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Calendly + OpenPhone + HubSpot: When a new invitee is created in Calendly, trigger a call in OpenPhone. After the call, log the call details as a call engagement in HubSpot against the contact associated with the Calendly invitee.
Calendly + OpenPhone + Google Sheets: Every time a new Calendly invitee is created, and a call occurs via OpenPhone related to that invitee, record the Calendly booking details along with the OpenPhone call details in a Google Sheet for reporting and tracking.
About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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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 OpenPhone account to Calendly using Latenode?
To connect your OpenPhone account to Calendly on Latenode, follow these steps:
Can I automatically send SMS reminders before Calendly events?
Yes, you can! Latenode enables sending automated SMS reminders via OpenPhone before Calendly meetings, ensuring higher attendance and improved customer engagement. Customize messages with JavaScript.
What types of tasks can I perform by integrating OpenPhone with Calendly?
Integrating OpenPhone with Calendly allows you to perform various tasks, including:
How securely does Latenode handle my OpenPhone and Calendly credentials?
Latenode employs robust encryption and security protocols to safeguard your OpenPhone and Calendly credentials, ensuring your data remains protected throughout.
Are there any limitations to the OpenPhone and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: