Calendly is a scheduling platform used for scheduling calls, meetings and events.
Our Calendly integration allows you to automate a step in your pipeline when an event is scheduled. For example, when a hiring candidate books their interview, Streak automatically creates a new box and adds them to a mail merge that shares an outline of their interview schedule.
Connecting Calendy to Streak
When creating an automation using a Calendly trigger for the first time, Streak will ask you to connect your Calendly account.
What triggers and actions are available?
The trigger will start the automation when someone books an event in Calendly.
Calendly event created
The actions available are:
Create a box: Create or update a box within a specific Streak pipeline
Add contact to a box: Add a contact to a box or create a new one
Add comment to box: Create a comment in the box every time the trigger occurs
Add task to box: Create a task in the box
Add recipient to mail merge: Add the contact to a mail merge
Change box stage: Update the stage of an existing box in a pipeline
Outbound webhook: Make a request to a webhook
Send a message to Slack: notify your team with a message in Slack
How do I create a Calendly automation?
1. Access “Integrations & Automation”:
Open the pipeline where you wish to set up the integration.
Click the three dots in the top right hand corner.
Click “Integrations & Automation”.
Click the option “Capture from schedulers”.
Click on the template “Capture from Calendly bookings”.
2. Set up your trigger step:
Click “Connect account” to authenticate your Calendly account with Streak. If you’ve already connected your account, you can move on to the next step.
Click “Choose a form” and from the drop down, select the Calendly event you’d like to trigger off of.
Optional: Click through the arrows, < >, to select the test data you’d like to work with as you build the rest of the integration.
3. Set up your “Create a box” step:
Double click into the required “Name” field to complete. This tells the integration what the name of your box should be. For Calendly, the most common use case is to choose the dynamic “From Calendly” option, and choose “Invitee Name”. This way all boxes created will have the full name of the person who books the event.
Optional: Double click into the “Stage” field to choose the stage of your pipeline that boxes should enter. If you leave “Stage” blank, these boxes will always enter the first stage in your pipeline.
Optional: Double click into the “Assigned To” field to choose your Streak teammate(s) that should be assigned to these boxes. If you leave “Assigned To” blank, these boxes will be assigned to the user that created the integration.
4. Set up your “Add a contact to box” step:
Double click into the “Given name” field, choose the dynamic “From Calendly” option, choose “Invitee First Name”.
Double click into the “Family name” field, choose the dynamic “From Calendly” option, choose “Invitee Last Name”.
Double click into the “Email” field, choose the dynamic “From Calendly” option, choose “Invitee Email”.
Pro tip: If your Calendly event only asks for your invitees full name, you can enter the below formulas in the “Given name” and “Family name” fields to split out their first and last names.
-- returns the first name
-- returns the last name
Integrations and automations are available on our Pro+ and Enterprise plans. To upgrade your plan follow these instructions.
Additionally, you must be on a Calendly plan that includes custom integrations with webhooks.