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App tips

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Calendly

I started using Calendly because I couldn't take the back-and-forth purgatory that is scheduling over email. But I've since realized it can do a lot more than save me scheduling headaches. My favorite use of Calendly: qualifying leads.

This scheduling tool can do a lot more than book meetings.

How I use Calendly to qualify new leads

Calendly is one of the best meeting scheduler apps—if you know how to use it. Here are seven of the best Calendly features..

7 hidden Calendly settings to make scheduling easier

Following up with someone via email after they schedule a meeting with you is a great way to not only confirm, but give them all of the information they need to know. Let Zapier send that email for you automatically, and don't worry about sending it manually!

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Send email confirmations to new Calendly invitees

Booking a meeting with someone is just the first part of the process. Now you've got to send them confirmation details. Do that with this integration, and let Zapier automatically send a custom emails in Gmail for each new Calendly event that's scheduled. Never worry about sending the email yourself again!

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Send emails via Gmail for new scheduled Calendly events

When you have people scheduling time with you, you'll want to be notified. This integration helps by automatically sending a Microsoft Outlook email with details of a new invitee created event in Calendly. It's never been easier to be notified of your new appointments.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

Triggers when a new e-mail is received in your inbox that matches a search.

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Delete Event

Creates a new reply to email, probably with input from previous steps.

Update Calendar Event

Update Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

How I use Calendly to qualify new leads

This scheduling tool can do a lot more than book meetings.

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