Send transactional emails in Brevo when Calendly events matching specific conditions are scheduled

■Overview

Manually sending transactional emails through the marketing tool Brevo for appointments booked with the online scheduling tool Calendly is time-consuming and prone to errors, such as missed sends. With this workflow, transactional email delivery in Brevo can be automated whenever an appointment that meets specific conditions is registered in Calendly, reducing manual effort and human error while enabling smooth customer outreach.

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■Who Should Use This Template

• Anyone who manually sends transactional emails through Brevo to leads acquired through Calendly
• Anyone looking to connect Brevo and Calendly to run marketing initiatives more efficiently
• Anyone responsible for improving the customer experience by preventing missed follow-up messages after scheduling appointments

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■Benefits of Using This Template

• When an appointment is registered in Calendly, a transactional email is automatically created in Brevo, reducing the time previously spent on manual tasks.
• By eliminating the need for manual operations, you can prevent human errors such as missed sends and incorrect settings when creating emails.

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■Flowbot Overview

1. First, connect Brevo and Calendly to Yoom.
2. Next, select Calendly as the trigger and set the “When an appointment is registered” action.
3. Then, set up branching in the operation so that subsequent steps run only when specific conditions are met.
4. Finally, set the “Send transactional email” action for Brevo in the operation to automatically create and send transactional emails.

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

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■Customizing This Workflow

• In the Calendly trigger settings, you can optionally specify an organization URI to target appointments for a specific organization or user.
• For branching conditions, you can define custom criteria, such as “only appointments with a specific event type name” or “based on the guest’s response.”

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■Notes

• Connect both Calendly and Brevo to Yoom.
• Branching is an operation available on the Mini Plan and above. On the Free Plan, the configured Flowbot operation will result in an error.
• Paid plans, including the Mini Plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.