Zapier — Calendly
Daniel Roman avatar
Written by Daniel Roman
Updated over a week ago

Pushing data into WooSender

Setting up the trigger

  1. Find and click on "Calendly" in the App & Event section

  2. Choose the trigger for pushing data into WooSender

  3. Select your Calendy account to connect

  4. Click "Test trigger" and then "Continue"

Setting up the Action

  1. Look for WooSender and click on the most recent version in the App

  2. Set up the action trigger fields (select "Leave unassign for Round Robin.)

  3. Click on "Test action"

  4. Go to your WooSender account and verify if the test contact has been added

  5. If the test contact has been successfully added to WooSender, publish your Zap


How to push data in for a scheduled appointment

  1. Make sure your contact is already in WooSender

  2. Setup action trigger fields ( add title, start time, end time, and an email or phone number so WooSender can create the appointment)

  3. Click on "Test action"

  4. Go to your WooSender account and verify if the test contact and appointment have been added

  5. If the test contact has been successfully added to WooSender, publish your Zap


How to push data in for Pipeline & Stage

  1. Make sure your contact is already in WooSender

  2. Setup action trigger fields ( Contact email, Contact name, Fill out all required slots with * beside it)

  3. Click on "Test action"

  4. Go to your WooSender account and verify if the test contact has been added

  5. If the test contact has been successfully added to WooSender, publish your Zap


How to push data in based on tag

  1. Locate the "tag" field in the action

  2. Select the appropriate tags that will be assigned to your leads after they are transferred to WooSender.

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