Act! 365 + Calendly Integration

Integrate Act! 365 to Calendly in one click, or tell Integrately AI how you want each booking handled. Capture new meetings, create contacts in your CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Calendly
    Invitee is created with event filter in Calendly Instant
  • Calendly
    Invitee is created in Calendly Instant
  • Calendly
    Invitee is canceled in Calendly Instant
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Calendly
    Create events type in Calendly
  • Calendly
    Update event type in Calendly

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Ready Workflows Ready Workflows for Act! 365 + Calendly Integration

Capture new bookings, update contacts, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Calendly + Act! 365 Integration

Create Act! 365 contact from new Calendly invitee

Sales teams use Calendly to schedule appointments with leads and customers. When a new invitee is created in Calendly, it's always helpful to create a corresponding contact record in Act! 365. This will prove to be beneficial in the future as all interactions with that customer can be tracked in one place.
Use this Calendly - Act! 365 integration to automate the process of creating contact in Act! 365 for every new invitee created in Calendly. Just set it up, and you'll end up saving time on data entry as well.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Calendly flow

Send meeting confirmations, sync subscriber lists, and notify your team the moment a booking happens. Pick a combination and activate it in one click.

Act! 365
Calendly
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
Google CalendarGoogle Calendar (3)
+
StripeStripe (3)
+
SlackSlack (3)
C
A
G
When an invitee is booked in Calendly, create a contact in Act! 365 and send a confirmation email in Gmail
Every new Calendly booking creates an Act! 365 contact and dispatches a confirmation email via Gmail instantly, keeping your records updated without manual effort.
A
C
G
When a new contact is created in Act! 365, create an event type in Calendly and notify your team in Gmail
New Act! 365 contacts trigger a Calendly event type and alert your team via Gmail right away, keeping everyone aligned on new pipeline additions.
C
A
G
When a Calendly invitee cancels, create a contact in Act! 365 and send a cancellation notice in Gmail
Canceled Calendly meetings immediately log a contact in Act! 365 and notify stakeholders via Gmail, ensuring your team stays informed of schedule changes.

Supported triggers and actions for Act! 365 and Calendly

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
Try it →
Calendly
Calendly Triggers & Actions
Instant
Invitee is created with event filter in Calendly
Triggers the automation when a new invitee is created
Try it →
Instant
Invitee is created in Calendly
Triggers the automation when a new invitee is created
Try it →
Instant
Invitee is canceled in Calendly
Triggers the automation when an invitee for an event is canceled
Try it →
Create events type in Calendly
Adds a new type of event to the calendar
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Update event type in Calendly
Modifies an existing event type
Try it →

What can you automate with Act! 365 + Calendly?

Streamline your scheduling and CRM workflows by connecting every booking event directly to your contact database.

What you can automate?
📅
Create CRM contacts from new bookings
Whenever an invitee schedules a meeting in Calendly, a new contact is automatically generated in Act! 365. Eliminate manual data entry and ensure every lead is captured.
📋
Capture every submitted question and field
Map all custom screening questions and responses from your Calendly booking form straight into Act! 365 contact fields for comprehensive lead profiling.
🔔
Alert your sales team instantly
Send real-time notifications to your team members the moment a new meeting is booked so reps can prepare and follow up without delay.
🔀
Route bookings based on form answers
Apply conditional logic to your automated workflows so different meeting types or tiers trigger specific actions in your CRM.
🔄
Keep scheduling data synchronized
Maintain accurate records across your scheduling tools and CRM databases without lifting a finger, ensuring complete data consistency.
👥
Prevent duplicate contact entries
Automatically check for existing records before creating new Act! 365 profiles, keeping your database clean and organized.
Handle meeting cancellations seamlessly
When an invitee cancels a session in Calendly, instantly update your records or trigger follow-up tasks to manage your pipeline.
💬
Extend your workflow to Slack
Trigger team announcements and notifications in Slack automatically whenever a new meeting booking or contact event takes place.
And much more...

Who is Act! 365 + Calendly integration for?

Sales professionals, marketers, and account managers rely on this integration to eliminate manual data entry, streamline appointment scheduling, and keep customer records accurate.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Support teams
Support teams
Operations leads
Operations leads
Data analysts
Data analysts
📈
Performance marketers
You're running scheduling campaigns across multiple channels but your CRM contacts only update when someone manually exports attendees, so your pipeline counts are always a few hours behind — with this integration, every new booking lands in Act! 365 instantly and your records stay current.
Sales reps
You need to follow up with meeting invitees immediately, but waiting for manual contact entry means leads sit unattended in your inbox — automating both apps means every Calendly booking creates a contact in Act! 365 right away so you can reach out first.
🤝
Account managers
You answer to clients who want to see prompt follow-through after scheduling sessions, but disjointed tools cause delayed record creation — integrating these apps means every new meeting is logged instantly and client onboarding starts without delay.
🎧
Support teams
The volume of inbound consultation bookings is too high for anyone to keep up by hand, leading to missed entries and disorganized customer files — automating both apps means every invitee generates an accurate contact record automatically.
⚙️
Operations leads
You own the handoff between scheduling and CRM management, but manual data copying creates frequent bottlenecks and missing fields — this integration means every booking populates your database with zero manual intervention.
📊
Data analysts
You need a reliable history of all scheduling activities and keep finding gaps where invitees failed to sync into your CRM — automating both apps means your database maintains a complete and unbroken record of every interaction.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act! 365 + Calendly

Build and manage your Act! 365 + Calendly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Calendly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Calendly?
Frequently Asked Questions
You can connect Act! 365 to Calendly in just one click using ready-made flows or ask Integrately AI to build your automation. It takes seconds to link your accounts alongside tools like Gmail, HubSpot, and Slack.
Can I automatically create Act! 365 contacts from new Calendly bookings?
Frequently Asked Questions
Can I connect Act! 365, Calendly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Calendly?
Frequently Asked Questions
How does Act! 365 handle contact creation during calendar bookings?
Frequently Asked Questions
How does Calendly trigger actions when an invitee registers?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Calendly?
Frequently Asked Questions
Is the Act! 365 and Calendly integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Calendly With 1500+ Other Apps

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