Connect Calendly and AgencyZoom to Build Intelligent Automations

Choose a Trigger

Calendly

When this happens...

Choose an Action

AgencyZoom

Automatically do this!

Enable Integrations or automations with these events of Calendly and AgencyZoom

Enable Integrations or automations with these events of Calendly and AgencyZoom

Triggers

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When new meetings Booked Canceled or Rescheduled

When new meetings Booked Canceled or Rescheduled

Triggers when someone books, cancels, or reschedules a meeting for any event type.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

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Actions

Create Scheduling Link

Create Scheduling Link

Creates a scheduling link.

Cancel Scheduled Event

Cancel Scheduled Event

Cancels a scheduled event with a specified reason for the cancellation.

Mark Invitee as No Show

Mark Invitee as No Show

Marks a specific invitee as no show.

Create One-Off Meeting in Calendly

Create One-Off Meeting in Calendly

Creates a new One-Off Meeting in Calendly.

Get current user

Get current user

Returns basic information about your user account.

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Step by step guides to integrate Calendly and AgencyZoom

Frequently Asked Questions

How do I start an integration between Calendly and AgencyZoom?

To start, connect both your Calendly and AgencyZoom accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in AgencyZoom (or vice versa).

Can we customize how data from Calendly is recorded in AgencyZoom?

Absolutely. You can customize how Calendly data is recorded in AgencyZoom. This includes choosing which data fields go into which fields of AgencyZoom, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Calendly and AgencyZoom?

The data sync between Calendly and AgencyZoom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Calendly to AgencyZoom?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Calendly and AgencyZoom?

Yes, you can set conditional logic to control the flow of data between Calendly and AgencyZoom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Calendly

About Calendly

Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.

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AgencyZoom

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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