Add a contact to Kommo when an event is scheduled in Calendly

■Overview

After scheduling a meeting in Calendly, are you manually entering customer information into Kommo? This process is not only time-consuming but can also lead to data entry errors and missed follow-ups. With this workflow, you can seamlessly connect Calendly and Kommo and automatically add Contact information to Kommo whenever an appointment is scheduled. Eliminate manual data entry and streamline your customer management.

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■Who is this template for?

• Anyone who manually registers appointment details collected in Calendly in Kommo
• Anyone looking to automate and streamline customer management by connecting Calendly and Kommo
• Anyone who wants to eliminate data entry errors after scheduling meetings and start sales activities smoothly

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■Benefits of using this template

• Because a Contact is automatically added to Kommo when an appointment is scheduled in Calendly, you can reduce the time previously spent on manual data entry
• Prevent human errors such as incorrect names or contact details and missed registrations, helping you maintain accurate customer data

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■Flow

1. First, connect Kommo and Calendly with Yoom
2. Next, select Calendly as the trigger and set the action to “When an appointment is scheduled”
3. Finally, select Kommo as the operation and set the “Add Contact” action to automatically add a Contact to Kommo based on the information collected in Calendly

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

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■Customization options

• In the Calendly trigger settings, you can optionally specify the URI of the organization you want to target if you only want to automate appointments for a specific team or individual

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■Notes

• Connect both Calendly and Kommo with Yoom.