Workflows for Calendly
Set up Calendly notifications effortlessly with BizMagnets. Select events from Calendly, set reminder timings, and personalize WhatsApp templates to enhance customer communication
Last updated
Set up Calendly notifications effortlessly with BizMagnets. Select events from Calendly, set reminder timings, and personalize WhatsApp templates to enhance customer communication
Last updated
This workflow sends event confirmation messages once a meeting is booked. Follow these steps to configure the workflow:
Click on +Add Workflow under Event Confirmation Notifications. You will be redirected to the Event Confirmation Notification setup window.
Select the event from the dropdown menu for which you want to send confirmation notifications. All events from your Calendly account will be listed here.
Select the desired WhatsApp confirmation template to share with your customers. Map the variables like Recipient's Phone Number, Recipient's Name, Event Link, and more to personalize the messages.
Define the action you’d like to perform in BizMagnets, such as Updating the contact number, Sending a sequence of messages, Sending targeted broadcast messages etc.
If you want to run a sequence of messages or send targeted broadcasts, make sure to update the Contact Tags.
After selecting the event, adding the template, and defining the action, click Create Workflow to finalize the setup.
You can repeat this process to create Event Confirmation Notifications for all events in your Calendly account. Simplify your event communication with BizMagnets!
Easily send event reminders before a meeting starts using BizMagnets. Follow these steps to set up the workflow:
Click on +Add Workflow under Event Reminder Notifications. You will be redirected to the Event Reminder Notification setup window.
Select the event from the dropdown menu for which you want to send reminder notifications. All events created in your Calendly account will appear in the dropdown.
Choose how long before the event you want to send the reminder.
Pick the desired WhatsApp template for reminders. Map the appropriate variables, such as Recipient's Phone Number, Recipient's Name, Event Link, and more, to personalize messages for your customers.
After selecting the event, adding the template, and configuring the action field, click Create Workflow to finalize.
Repeat this process to create Event Reminder Notifications for other events in your Calendly account.
The same steps can be followed to configure workflows for Event Follow-Up Notifications.
To ensure your workflows are functioning correctly, navigate to the Logs section in the Calendly integration within BizMagnets. Stay informed and manage your event communications seamlessly!
