Integrating with Calendly

Integrating your forms with Calendly allows you to streamline scheduling by automatically linking form submissions to your Calendly events. Use this integration when you want to enhance your form's functionality with scheduling capabilities.

Before you start:

• Ensure you have an active Calendly account.
• Complete the steps in "Setting Up Your Account."
• Create a form using "Creating Your First Form."

1. Open the form you want to integrate with Calendly.
2. Navigate to the integration settings within the form editor.
3. Select Calendly from the list of available integrations.
4. Authenticate your Calendly account by logging in when prompted.
5. Choose the Calendly event type you want to associate with your form.
6. Save the integration settings to finalize the connection.

Example configuration:

{
 "formName": "Consultation Booking",
 "integration": {
 "platform": "Calendly",
 "eventType": "30-minute Consultation"
 }
}

If something goes wrong:

• Authentication Error: If you cannot authenticate with Calendly, ensure your login credentials are correct and that your Calendly account is active.
• Event Not Found: If the desired event type does not appear, verify that it exists in your Calendly account and is set to active.
• Data Sync Issues: If form submissions are not syncing with Calendly, check the integration settings to confirm the connection is active and correctly configured.