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Connect Calendly with KlickTipp Seamlessly
Want to connect Calendly and KlickTipp to automatically synchronize your appointment data and reduce your administrative workload? This article will show you how to easily connect the two tools to benefit from a seamless integration.
See how connecting Calendly with KlickTipp can simplify your processes, save you time and make your communication with your contacts more personal and relevant. Below you will find a step-by-step guide that will show you the way to effective integration.
Your Benefits with KlickTipp and Calendly
- Automate the transfer of appointment data directly from Calendly to KlickTipp and save valuable time when maintaining contacts.
- Use the shared data for precise segmentation of your contacts to make your communication individual and relevant.
- Increase the efficiency of your marketing campaigns through automated synchronization of important calendar data in real time.
- Simplify your work processes and reduce manual errors through seamless integration of two powerful tools.
- Benefit from an improved user experience that enables you to address your target groups in a more targeted way and strengthen your trust relationships in the long term.
Step-by-Step Instructions for Make and n8n
You want to connect Calendly and KlickTipp to synchronize your appointment data fully automatically. This integration uses a template for Make or n8n that recognizes invitations, guest bookings, rescheduled appointments and cancellations from Calendly and automatically processes them in KlickTipp.
This saves you time, avoids manual errors and ensures that your contact data in KlickTipp is always up to date - exactly when something changes in your calendar. Use the right template for your integration from Calendly to KlickTipp now:
Make Template: Transfer Calendly bookings including guests to KlickTipp
n8n Template: Calendly to KlickTipp Integration
Prerequisites
- KlickTipp access with API access
- Calendly account with at least one created event
- Access and account with Make or n8n to use the template
Preparations within the KlickTipp Account
Create KlickTipp Data Fields
For the integration, the following master record fields must be available in KlickTipp in order to save all relevant Calendly appointment data correctly:
- Calendly_join_url (URL)
- Calendly_reschedule_url (URL)
- Calendly_cancel_url (URL)
- Calendly_event_start_datetime (date & time)
- Calendly_event_end_datetime (date & time)
- Calendly_invitee_start_date (date)
- Calendly_invitee_end_date (date)
- Calendly_invitee_start_time (time)
- Calendly_invitee_end_time (time)
- Calendly_invitee_timezone (line)
- Calendly_invitee_guests_adresses (line)
Define or create KlickTipp Tags
The following tags should be created in KlickTipp so that you can clearly segment the contacts based on their booking and cancellation status:
- Calendly_Booking
- Calendly_Cancellation
Further Preparation in KlickTipp
No further special preparations are necessary in KlickTipp, apart from the creation of the required master record fields and tags that are needed for the data transfer.
Preparations within Calendly
"In the third-party tool Calendly, you must create at least one event with a booking page. Also make sure that all required fields in the booking form including the guest information are set up correctly. On the iPaaS platform (Make or n8n) you import the prepared template, which realizes the automation and is connected to your API access data to Calendly and KlickTipp."
Import Template, Set Up and test Integration
Make: Automatically transfer Calendly Bookings with Guests
Import the appropriate template directly into your Make account by clicking on the Make template for Calendly and KlickTipp here.
Follow the step-by-step instructions in the template setup to establish the connection between Calendly and KlickTipp. Now start using the template to automatically synchronize your appointment data.
You can test the integration by creating a test booking in Calendly, including guests. Simulate appointment postponements and cancelations. Then check in KlickTipp whether all contacts have been created or updated with the correct data and tags or whether they have been removed or marked in the event of cancelations.
If all tests are successful, you can activate the scenario in Make and go live. From this point on, all new bookings, appointment changes and cancelations are automatically transferred to KlickTipp without errors. This saves you time and you always have up-to-date data for your marketing campaigns.
n8n: Transfer Calendly Bookings including Guests
Import the appropriate template directly into your n8n account by clicking here on the n8n template for Calendly and KlickTipp.
Please follow the step-by-step instructions in the template setup to establish the connection between Calendly and KlickTipp. Now start using the template to automatically synchronize your appointment data.
Test the integration by creating a test booking in Calendly including guests and simulating appointment postponements and cancellations. Then check in KlickTipp whether all contacts have been correctly created, updated or removed in the event of cancelations.
If your tests are successful, activate the scenario in n8n and switch it live. From now on, all new bookings, guest changes, postponements and cancellations will be automatically and reliably transferred to KlickTipp. This saves you time and means you always have up-to-date contact data for your marketing.
Next Steps
After successful integration, you can continue working with the synchronized data in KlickTipp.
- Launch automated email campaigns that address your contacts personally after the booked appointment.
- Segment your lists with tags such as Calendly_Booking or Calendly_Cancellation for targeted follow-up or special offers.
- Use the appointment and guest data to send personalized content or reminder emails.
- Start automated workflows that react to appointment changes and keep your communication up to date.
Summary
If you want to connect Calendly and KlickTipp, you will benefit from automated, error-free appointment synchronizations that save you valuable time and optimize your contact management.
This integration makes it easy for you to transfer appointments from Calendly directly into KlickTipp and thus make your communication more effective and personal. By connecting Calendly and KlickTipp, you can simplify and automate your processes.