Trigger - Booked Calendly Meeting
This trigger adds people to Encharge Flow when they book a new meeting in Calendly.
Note that due to limitations in Calendly, this trigger works only with Premium and Pro Calendly accounts.
Before you can use this trigger you need to connect your Calendly account to Encharge. To do that go to your apps, select Calendly, and click on Connect.
There you can also map the Calendly fields to Encharge fields.
Note that you can currently have just one Calendly account connected to Encharge.
How to set up Booked Calendly Meeting trigger?
Drag the step onto the canvas area and click on it to configure it. In the setup, you can select which meeting type to trigger with this step. You can select one or more meeting types or leave it blank to trigger it on all meetings.
Then simply connect the trigger to an action step or a filter step connected to an action:
Example Use Cases
Send a confirmation email
Send a confirmation email when a person books a call with and share more details about your meeting.
Notify our team about the meeting
Send internal team notifications in Slack or via email and notify your whole team about the new meeting.
Create a new deal in HubSpot
Save time and automatically create a new deal for the person. Set the deal stage to "Call booked" or "Demo booked".