This automation scenario allows you to connect Calendly and Klick-Tipp
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Calendly and Klick-Tipp can also be integrated using automation tools other than zapier:
When this trigger fires in Calendly
Triggers when an invitee schedules an event
Then this action happens in Klick-Tipp
Adds a new subscriber to your ContactCloud.
This guide contains information on how to set up an automatic workflow that allows to Create KlickTipp contacts for new invitee created events in Calendly.
Part I
First, we need to connect Calendly and Klick-Tipp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Calendly to Zapier.
Give Zapier access to your Calendly account, using Calendly credentials.
Connect Klick-Tipp to Zapier.
Give Zapier access to your Klick-Tipp account, using Klick-Tipp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Calendly
Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).
Then set up an Action for Klick-Tipp
Choose this action: Add Contact (Adds a new subscriber to your ContactCloud.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and Klick-Tipp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create KlickTipp contacts for new invitee created events in Calendly!
Triggers when an invitee schedules an event
Triggers when an invitee cancels a scheduled event.
This trigger fires when someone schedules a new Calendly event with you.
Triggers when a new event is scheduled
Invitee created (instant)
Invitee cancelled (instant)
Adds a new subscriber to your ContactCloud.
Adds one or multiple tags to a contact.
Unsubscribes a contact from your ContactCloud.
Removes a tag from a contact.
Create contact
Triggers when a tag gets added to a contact for the first time.
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