Skip navigation
User Manual
Overview

Calendly

Drip offers a functional, lightweight integration that makes it possible to trigger actions in Drip when someone creates or cancels an event in Calendly.

It is practical to send a confirmation email, subscribe a campaign, or send a subscriber down a workflow based on the creation or cancellation of a Calendly event.

Before getting started, you'll need a "Premium" level Calendly subscription to get this going.


Integrate Calendly with  Drip 

In your Drip account, go to Settings > Integrations > Other > Calendly.

2018-01-09_11-40-36.png

Register your Calendly authentication token with Drip. Instructions for finding your Calendly token can be found here:

2018-01-09_11-41-48.png

Multiple Calendly accounts integrated into one Drip account

If you need to connect more than one Calendly account to Drip, add the unique authentication token for each individual Calendly account.

If you use multiple Calendly accounts, make sure each account is using unique names for event types. Calendly account #1 and Calendly account #2 should not both have events with the same name. Drip needs unique event names to make sure your automation is triggered by the right Calendly account.


How to configure a Calendly trigger in a Drip workflow

You will want to have your Calendly event types already set up in your Calendly account.

In Drip, use the Performed an action in another application trigger.

Calendly event types can then be used to either trigger the start of a workflow or a specific area of a workflow.  

Now select Calendly as the provider and select the trigger event you would like to use.

2018-01-09_11-43-59.png

Invitee created an event is triggered when someone successfully creates your event through Calendly, and Invitee canceled an event is triggered when someone cancels a previously created Calendly event.

Which Calendly event? Remember this is where you put the event type name that you have created in your Calendly account. Spelling does matter.

Drip will then apply that trigger for you wherever you specified it to go in your workflow. The result should look something like this:


Calendly triggers in Basic Rules

Go to Automation > Rules > New Basic Rule and select Calendly as the provider for the rule's trigger. Then select the action that should happen when this rule fires, like apply a tag, for example.

2018-01-09_11-45-56.png