What does this HighLevel automation do?
A new Calendly booking creates or updates the contact and books the appointment in HighLevel.
What can you do with it?
- Keep both calendars in step
- Attach the booking to the contact
- Start appointment reminders from HighLevel
The Steps
This automation runs in 3 steps:
- When Calendly: Any Event Scheduled
- Then HighLevel: Create or Update Contact
- Then HighLevel: Create Appointment
Who is this automation for?
Built for teams that book on Calendly and sell in HighLevel. A new Calendly booking creates or updates the contact and books the appointment in HighLevel.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Any Event Scheduled" from Calendly.
- Add the action "Create or Update Contact" from HighLevel.
- Add the action "Create Appointment" from HighLevel.
- Connect your HighLevel account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.