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Calendly + Zendesk Sell

Add notes to Zendesk Sell contacts when Calendly events are canceled

Calendly takes the friction out of appointment scheduling and managing availability, especially when there's a need to cancel or reschedule an appointment. If a contact cancels a Calendly event this integration will automatically add a note on the contact card in Zendesk Sell so you know about cancellations immediately and have a record of it.

Calendly takes the friction out of appointment scheduling and managing availability, especially when there's a need to cancel or reschedule an appointment. If a contact cancels a Calendly event this integration will automatically add a note on the contact card in Zendesk Sell so you know about cancellations immediately and have a record of it.

  1. When this happens...
    CalendlyCalendly
    Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

    TriggerInstant
  2. automatically do this...
    Zendesk SellZendesk Sell
    Find Contact

    Finds a contact by Contact ID, name or email address.

    ActionSearch
  3. then do this!
    Zendesk SellZendesk Sell
    Create Note

    Creates a new note for an existing lead, contact or deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • Is Company?

    Trigger
    Scheduled
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
    • Pipeline

    • Stage

    Trigger
    Scheduled
    Try It
calendly logo

About Calendly

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.
Learn moreHelp

Related categories

  • Scheduling & Booking
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

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