Calendly for monday.com

About

The application Calendly for monday.com helps manage meetings with clients online and provides a real-time update regarding the Calendly meetings inside monday.com itself.

Pre - requisites for app installation

  • Should have monday.com account

  • Should have Calendly account (Professional account is mandatory)

Features

  • Connect your Calendly organization to monday.com

  • Schedule meetings with clients

  • Receive appointments from clients

  • View meeting history

  • Reschedule or cancel meetings easily

  • Have a record of Calendly clients and events

  • Map Calendly fields to monday.com fields

Application Installation

  • Access the Apps section from the panel on the left side.

  • Here you can find the Calendly Events extension.

  • Click on 'Add to your account'.

Add the Calendly Events integration to monday.com
  • Select the monday.com workspace to install the application in.

Select the monday.com workspaces to add Calendly events to
  • Click on 'Install'.

Install Calendly Events for monday.com
  • Select the feature 'Calendly Main Board'.

  • Click on 'Next'.

Select the Calendly Main Board feature
  • Select monday.com workspace to add the feature to.

  • Click on 'Add feature'.

Select the monday.com workspace to add the feature to
  • Under the 'Calendly Main Board', select 'Calendly Contacts'.

  • Access the Calendly Settings view.

  • Enter the monday.com domain.

  • Click on 'Authorize Now'.

Enter the monday.com domain
  • Authorize the monday.com account.

Authorize the monday.com account
  • Enter the Calendly Personal Access Token.

  • Authorize the Calendly account.

Authorize Calendly account
  • We now have to configure the incoming Calendly events into monday.com.

  • Select 'Incoming events sync' to access the incoming Calendly setup.

Access incoming Calendly events setup
  • Enable 'Capture incoming events' to sync your Calendly events with monday.com.

  • New contacts can be created for events scheduled by non-existing customers.

  • Select the board to which the new contacts are to be added.

  • Select the 'Calendly Contacts' board or any custom board based on your requirements.

Enable incoming events and select monday.com board to add Calendly contacts to
  • The contacts can be synced using their email id or phone number.

  • Select the email or phone column from the drop-down.

  • In case you do not have an existing email column, click on 'Create new EMAIL column'.

Select the phone or email field to sync Calendly contacts through
  • Enter the name of the column to be created.

  • Click on 'Create Column'.

Create email column in monday.com board
  • In case you do not have an existing phone column, click on 'Create new PHONE column'.

  • Enter the name of the column to be created.

  • Click on 'Create Column'.

Create phone column in monday.com board
  • Select the column to which the email id of the contact is to be added.

Select email column to add Calendly contacts' email to
  • Select the column to which the phone number of the contact is to be added.

Select phone column to add Calendly contacts' phone number to
  • All Calendly events created can be added to the 'Calendly Appointments' board or any custom board based on your requirements.

Select the monday.com board to add Calendly events to
  • In case you do not wish for new contacts or events to be created in monday.com for non-existing customers, enable the option 'Ignore events from NEW customers'.

  • You can view the list of Calendly events of all the Calendly agents.

  • Enable the events from which the incoming meetings are to be synced.

  • Disable the events from which you do not wish to sync the incoming meetings.

  • Also, map the incoming Calendly fields to the monday.com fields.

Enable Calendly events from which incoming appointments are to be added
  • Map the Calendly users to the respective monday.com users.

  • Under 'Calendly User' you can view the list of users within the Calendly organization.

  • Under 'MONDAY User' select the monday.com user from the drop-down adjacent to each Calendly to sync the events.

Map monday.com users to Calendly agents

Calendly has been setup in monday.com.

Applications

Calendly Contacts


  • Access the Calendly Contacts board to view the contacts created due to incoming Calendly events.

View the Calendly updates of contacts
  • Click on the conversations icon to view the details and updates of the meetings with the contact.

View the Calendly meeting details of each monday.com contact

Calendly Meetings Board


  • Access the Calendly Appointments board to track the Calendly events.

  • Click on the conversation icon to view the details of the event.

View Calendly events and booking details in monday.com

Real-time Notifications


  • Click on the bell icon at the panel on the left side to view the notifications.

Receive notifications in monday.com for Calendly events
  • Click on the notification to view the booking details.

Select the notification to view the booking details
  • You can receive instant notifications within the application.

  • Click on the bell icon to view the Calendly notifications alone.

  • Access the associated contact from the notifications itself.

Receive real-time notifications for Calendly events within the application

Booking Links


  • Within the application access Event Links.

  • Here you can view the list of Calendly events of each agent.

  • Click on 'Open' to access the booking link.

  • Click on 'Get single-use link' to obtain a one-time link.

  • Copy the single-use link and share it with the required contact.

Obtain Calendly booking links and single-use links

Advanced Features


Calendly Meetings of a Contact


  • Create and view Calendly events of any contact.

  • Access Apps from the panel on the left.

Access the Apps section of monday.com
  • Click on 'Installed Apps'.

Access installed monday.com applications
  • Select Calendly Events.

Select Calendly Events from installed applications
  • Under App Features, select 'Calendly Meetings of a Contact'.

  • Click on '+ Add to board'.

Add Calendly meetings of contacts to monday.com board
  • Select the monday.com workspace and board containing the contacts.

  • Click on 'Add feature'.

Select the monday.com workspace and board to add the feature to
  • Go to the board that the feature has been added to.

  • Open a contact.

  • Access 'Calendly Meetings of a Contact'.

  • Select the Calendly agent with whom the meeting is to be scheduled.

  • Select the Calendly event.

Select monday.com contact to book Calendly meeting with
  • Select the date and time to schedule the meeting.

  • Click on 'Confirm'.

Select the date and time to book Calendly appointment
  • The contact details available would be added automatically.

  • Enter the required booking details.

Enter the booking details
  • Schedule the event.

Schedule Calendly appointments with monday.com contacts
  • Receive the confirmation for the booked event.

Receive the confirmation for the Calendly appointment booked

Calendly History of Contact


  • Within the application, select 'Events History'.

  • Here you can view the upcoming and past meetings of the particular contact.

View the Calendly appointments history of each monday.com contact

Calendly Meetings - List View


Access the history and details of all your Calendly meetings within monday.com within any board or add the Calendly widget to your preferred monday.com dashboard.

Board View

  • Access the history of Calendly events in your preferred monday.com board.

  • Under App Features, select 'Calendly Meetings - List View.

  • Click on '+ Add to board'.

Add Calendly Meetings history to monday.com board
  • Select the monday.com workspace.

  • Select the board within the workspace to which the feature is to be added.

  • Click on 'Add feature'.

Select the monday.com workspace and board to add Calendly history to
  • Within the selected board, you can now access 'Calendly Meetings - List View'.

  • View the history of all the Calendly meetings scheduled.

  • Select any Calendly agent to view the meetings of a specific agent.

View the complete history of Calendly events inside monday.com board
  • Search for an email id to view the meetings of a specific contact.

Search for any email id to view the Calendly appointments of a particular contact
  • Select any event to view the details of the event.

  • You can also modify any upcoming event.

  • Select 'Reschedule event'.

View the booking details and modify Calendly appointments
  • Select the date and time to reschedule the appointment.

  • Enter the required details.

  • Click on 'Update Event'.

Reschedule Calendly events
  • Click on 'Cancel Event'.

  • Enter the cause for cancellation.

  • Click on 'Yes, cancel event'.

Cancel Calendly events

Dashboard Widget

  • Under App Features, select 'Calendly Meetings - List View'.

  • Click on '+Add to dashboard'.

Add the Calendly Meetings history widget to monday.com dashboard
  • Select the monday.com workspace and dashboard.

  • Click on 'Add feature'.

Select the monday.com workspace and dashboard to add the feature to
  • Access the dashboard to which you have added the feature.

  • Click on 'Connect boards to get started'.

Connect the dashboard to a board
  • Select the board you wish to connect.

  • Click on 'Done'.

Select the monday.com board to be connected to the dashboard
  • You can now access the Calendly history panel within the dashboard.

View the Calendly Events integration inside the dashboard
  • Click on Fullscreen if required to access the application.

Access the Calendly application from the dashboard

Application Settings


  • Access Calendly Settings view within the Calendly Contacts and Calendly Appointments board.

Access the Calendly Settings view within the Calendly Contacts or Calendly appointments board

Application Tab


  • Select 'Open in New Tab'.

  • You can now access the application at all times in a separate tab.

Access Calendly Events in a separate tab

Calendly Users Management


  • The monday.com admin can allow the users to utilize the Calendly organization account from monday.com.

  • Select 'Manage App Users'.

Manage Calendly users as the monday.com admin
  • Here you can view the list of monday.com users.

  • Add the users who are to use the Calendly organization account.

  • You can also remove the users when required.

  • Add all and remove all users as well.

Add the monday.com users who can utilize your Calendly account
  • The user added by the admin can now view the invitation from the monday.com admin on the Calendly Settings page.

  • Accept the invite.

User account - Accept the invitation from the admin
  • Select the admin account to authorize Calendly.

User account - authorize Calendly using the admin account

Field Mapping


  • Click on 'Fields Mapping for Sync' to map the fields of the incoming Calendly events to the monday.com fields within the required board.

Map incoming Calendly fields to monday.com fields
  • Click on '+Create New Field Mapping'.

  • You can also edit, duplicate or delete an existing field mapping.

Create and modify field mappings
  • Enter the name of the field mapping to be created.

  • Select the Calendly event for which the field mapping is to be created.

Select the Calendly event to which the field mapping is to be applied to
  • Select the monday.com board to which the field mapping is to be applied.

Select the monday.com board to map the Calendly fields to
  • Create an incoming Calendly booking for the selected event with respect to which the fields are to be mapped.

  • Select the incoming event.

Select the incoming Calendly event using which the fields are to be mapped
  • You can now view the list of monday.com fields associated with the board.

  • Adjacent to each field you can enter a custom value or select an incoming field from the drop-down.

  • Adjacent to Name, select the name field of the contact.

Select the Calendly field from the drop down
  • Adjacent to 'Match existing item using phone column' click on 'Show Available Values' to view the picklist values available.

  • Enter the picklist value from the drop-down, i.e, phone, within the space provided.

Enter the picklist value for the phone column
  • Similarly, enter the picklist value for 'Match existing item using email column', i.e, email, within the space provided.

Enter the picklist value for the email column
  • Select the Calendly fields for each of the monday.com fields.

  • Adjacent to Status, enter the picklist value based on the status required.

Enter the picklist value for the status column
  • Click on 'Save Field Mapping'.

Save field mapping

Application Usage


  • Select 'App Usage Analytics'.

  • Here you can track the usage of Calendly Events for monday.com.

Track the usage of Calendly Events integration for monday.com

Reset Application


  • Select 'Reset App Configurations'.

Reset Calendly application for monday.com
  • Enter 'confirm' within the space provided.

  • Click on 'Reset'.

  • All the data of the application would now be deleted.

Complete the reset of the application

Thus, simply appointment booking from monday.com using Calendly.

Pricing

Classic Plan

$5 /user/month


Book appointments from monday.com

View booked meetings history

Get contacts and events as records created inside the monday.com board for new Calendly events

Business Plan

$10 /user/month


Book appointments from monday.com

View booked meetings history

Get contacts and events as records created inside the monday.com board for new Calendly events

Notifications inside monday.com board for new Calendly events

Map Values from Calendly into Monday.com fields

Access to all new upcoming features