Drip offers a functional, lightweight integration that makes it possible to trigger actions in Drip when someone creates or cancels an event in Calendly.

It is practical to send a confirmation email, subscribe a campaign, or send a subscriber down a workflow based on the creation or cancellation of a Calendly event.

If you have not yet built up a workflow or created a basic rule in Drip, It would be beneficial to review those links before starting this documentation.

Integrating your Calendly account with your Drip account

A premium tier Calendly account is required for this integration.

In your Drip account, go to Settings > IntegrationsOther > Calendly

Register your Calendly authentication token with Drip. Instructions for finding your Calendly token can be found here:

Multiple Calendly accounts integrated into one Drip account

If you need to connect more than one Calendly account to Drip, add the unique authentication token for each individual Calendly account.

If you use multiple Calendly accounts, make sure each account is using unique names for event types. Calendly account #1 and Calendly account #2 should not both have events with the same name. Drip needs unique event names to make sure automations are triggered for the right Calendly account.

How to configure a Calendly trigger in a Drip workflow

You will want to have  your Calendly event types already set up in your Calendly account.

In Drip, use the Performed an action in another application trigger.

Calendly event types can then be used to either trigger the start of a workflow or a specific area of a workflow.  

The below screenshot will demonstrate how to configure the workflow trigger.

skitch (11)

Now select Calendly as the provider and select the trigger event you would like to use.

Invitee created an event is triggered when someone successfully creates your event through Calendly, and Invitee canceled an event fires when someone cancels a previously created event through Calendly.

Which Calendly event? Remember this is where you put the event type name that you have created in your Calendly account. Spelling does matter.

Drip will then apply that trigger for you wherever you specified it to go in your workflow. The result should look something like this:

Calendly event types can also trigger Basic Rules

Go to Automation > Rules > New Basic Rule and select Calendly as the provider. Then select the action that should happen when this rule fires, like apply a tag, for example.

What if an event type is scheduled, but the person who scheduled the event is not yet a subscriber in my Drip database?

Anytime a person creates or cancels an event in Calendly, we will automatically add them as a subscriber (if they are not already in your account) and record an event in Drip.

A Calendly use case example in Drip

Now that your Calendly integration is set up and you know how to configure your triggers, you can start utilizing Calendly event types in Drip

Let’s take a look at an example that is similar to  how we here at Drip use our Calendly integration in a visual workflow to automate which one of our team members will provide a software demo to the requester.

skitch (8)Let’s go through our workflow logic. The flow is triggered by someone requesting a demo with us through a form submission. Based upon whether or not the requester has an existing subscriber list that is between 0 – 2,499, or between 2,500 – 10,000 (information based upon their form submission to us) we then send them down one of two paths. If the statement is true, they go down the “yes” path. If the statement is false, they go down the “no” path.

Where does Calendly come into play?

We send the requester a campaign that includes the link to the team member’s calendly page where the requester chooses a time and date that works best for them through Calendly’s user interface.

Once the requester has successfully created or cancelled an event through Calendly, Drip then recognizes that event type and triggers the appropriate goal which fires off the desired actions put into place. In the above example, if the person cancels the event they will exit the workflow.

Remember, this is just one example of how you can utilize Calendly event types to set off actions in Drip. Get creative and try different scenarios in test mode to find the right configuration that works for you.