When an event is scheduled in Calendly, integrate with Gmail to send the materials.

■Overview

This is a flow where, once a schedule is registered in Calendly, it integrates with Gmail to send materials to participants of the scheduled event.

■Recommended for

1. Those who manage schedules using Calendly

・Office staff utilizing digital tools for schedule management

・HR and general affairs personnel conducting interviews with multiple people

2. Those in charge of managing and operating event materials

・Event planners and producers

・Customer service department members planning webinars

3. Those looking to reduce manual input tasks and automate processes

・Small business owners aiming for operational efficiency

・General affairs and administrative staff with many input tasks

・Marketing personnel conducting business using digital tools

■Benefits of using this template

・By sending emails based on the information of added schedules to the calendar, you can reduce mistakes and omissions in tasks.

・Since the entire process is completed automatically, it promotes operational efficiency.

■Notes

・Please integrate both Calendly and Gmail with Yoom.

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About the Apps You Use
Gmail
Gmail
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Calendly
Calendly
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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Calendly
Yoom allows integration with Calendly's API without any code. It is possible to notify chat tools like Slack, Google Chat, and Teams when an event is scheduled in Calendly's calendar, and automatically register Calendly's event information in Hubspot, Salesforce, Zoho CRM, and others.
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