Add a contact to Kommo when a Calendly event matching specific conditions is scheduled

■Overview

Do you find it time-consuming to manually add customer information to Kommo every time you finish scheduling a meeting in Calendly?
With this workflow, whenever an appointment that meets specific conditions is created in Calendly, the contact information is automatically added to Kommo. Automate the integration between Calendly and Kommo to eliminate the hassle of manual data entry and input errors, helping you streamline the initial stages of customer management.

‍

■Recommended for

• Sales representatives who manually enter appointment details collected through Calendly into Kommo
• Team leaders who want to prevent missed data transfers from Calendly when managing customers in Kommo
• Anyone looking to streamline the entire process, from scheduling meetings to managing customers, by integrating Calendly with Kommo

‍

■Benefits of using this template

• Automatically adding contacts to Kommo when an appointment is created in Calendly saves the time previously spent on manual data entry.
• Eliminating manual data transfers helps prevent human errors such as incorrect entries and missed registrations, enabling accurate customer information management.

‍

■Flowbot steps

1. First, connect Kommo and Calendly to Yoom.
2. Next, select Calendly as the trigger and set the action to “When an appointment is created.”
3. Then, configure the branching feature in the operation settings so that subsequent steps run only when specific conditions are met.
4. Finally, set Kommo’s “Add Contact” action in the operation settings to create a contact using the information retrieved from Calendly.

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

‍

■Customizing this workflow

• In the Calendly trigger settings, you can optionally specify an organization URI to target appointments from a specific organization only.
• With the branching feature, you can set custom conditions—such as the appointment type or responses collected in Calendly—to control the subsequent steps.

‍

■Important notes

• Connect both Calendly and Kommo to Yoom.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, operations configured in the Flowbot will result in errors.
• Paid plans, including the Mini Plan, offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.