Add scheduled Calendly events to Airtable

■Overview

Scheduling meetings with Calendly is convenient, but do you find it time-consuming to manually transfer scheduled events and customer information to other tools?
Especially when your everyday calendar and customer management tools are separate, managing the same information manually in both places can lead to missed entries and errors.
With this workflow, whenever a new event is added to Calendly, the information is automatically added to Airtable. This automates the data transfer process and enables smooth information management.

■Who Should Use This Template

• Anyone who uses Calendly and Airtable together and finds manually transferring information time-consuming
• Anyone who wants to automate customer information management after scheduling meetings with a calendar tool
• Team leaders who want to make sales or recruiting activities using Calendly more efficient

■Benefits of Using This Template

• When an event is added to Calendly, a record is automatically created in Airtable, reducing the time previously spent manually transferring information.
• By eliminating manual data transfer, you can prevent human errors such as input mistakes and missed entries, helping maintain data accuracy.

■Flowbot Overview

1. First, connect Calendly and Airtable to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an event is added to a specific user's calendar.”
3. Finally, set Airtable's “Create a record” action as the operation and specify which fields should receive the information retrieved from Calendly.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

■Customization Options

• When creating a record in Airtable, choose which information retrieved from Calendly should be added to each field. For example, map the name, email address, and event date and time to the corresponding fields.

■Important Notes

• ‍‍Connect both Calendly and Airtable to Yoom.