Скачать или смотреть How to Automate Calendly Workflows | 2025 Full Guide

Want to save time and eliminate manual scheduling tasks? In this 2025 step-by-step tutorial, learn how to automate Calendly workflows so reminders, follow-ups, and data updates happen without lifting a finger — perfect for business owners, coaches, and teams.

🔍 What You’ll Learn:

⚡ How to set up Calendly’s built-in Workflow Automation
📩 How to send automated email & SMS reminders
📋 How to add post-meeting follow-up actions
🔗 How to integrate Calendly with tools like Google Sheets, Slack, and Zoom
🤖 How to connect Calendly with Zapier or Make.com for advanced automation

🛠 Features Covered:

A — Setting Up a Workflow in Calendly (Built-In)

Log in to your Calendly account.

Go to Workflows from the top menu.

Click + New Workflow.

Choose a trigger (e.g., “Event is Scheduled” or “Event Ends”).

Select an action (e.g., send email, send SMS, add a tag).

Customize your message or action details.

Assign the workflow to one or more event types.

Save & test your workflow.

B — Automating with Integrations (Native)

Zoom → Auto-generate meeting links.

Google Calendar / Outlook → Sync events instantly.

Slack → Get booking alerts in your team channel.

C — Automating with Zapier or Make.com

Create a new Zap or Scenario.

Select Calendly as the trigger app.

Pick a trigger (e.g., “Invitee Created”).

Add actions like Google Sheets row creation, CRM contact creation, or sending a custom email.

Test and activate your automation.

💼 Best For:

Coaches and consultants

Event organizers

Sales teams

Customer success teams

Anyone who schedules client meetings regularly

🎓 Bonus Tips:

Combine multiple actions in one workflow (e.g., send confirmation + update CRM).

Use personalized fields like {invitee_name} in automated messages.

Set different workflows for different event types to keep communications relevant.

🔔 Don’t Forget:
👍 Like if this saved you time
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💬 Comment if you want a full Zapier + Calendly setup guide