Introduction
In this article, we will explain how to automatically import new contacts from Calendly into Superchat via Zapier. This is part 1 of the Calendly x Superchat series. This Zap is smaller for clarity compared to the next Zap in this series. Therefore, multiple Zaps are not needed.
Video Tutorial
Step-by-Step Guide
Create a new Zap in Zapier (alternatively in Make).
Select New Customer in Calendly as the trigger.
Find a Contact in Superchat is the second step of the Zap:
Choose Phone number under Field.
Select the phone number from step 1 in Calendly as Value.
Choose Yes in the field Should this step be considered a ‘success’ when nothing is found?”
Format the phone number into the correct format (optional):
Superchat only accepts the E164-format for phone numbers. Depending on how your Calendly is set up, you can check if this is relevant for you.
Choose Format Phone Number under Transform.
Select the content from step 1 in Calendly under Input.
Choose (E164) under To Format.
Add Paths as the next step, since the Zap needs to determine if the contact is already present in Superchat.
Set the following rules in the Path Rules:
If the contact is not present: “Only continue if” -> “Zap Search Was Found Status” -> (Boolean is false).
If the contact is present: “Only continue if” -> “Zap Search Was Found Status” -> (Boolean is true)
Create or update the contact in Superchat.
Create a Contact - marked fields will be taken from step 1 in Calendly
Update Contact in Superchat - the same fields as in 7a will be taken, with the addition of the ID from step 2 Find a Contact in Superchat
Important! Don´t fill out the fields Number and E-Mail, because they are set in Superchat and can´t be changed. Otherwise this step will be shown as unsuccessful
Publish the Zap. Now, contacts will be automatically synchronized in Superchat whenever a new/existing customer books an appointment through Calendly.
Next Step
We recommend reading the following article to create a Zap that automatically sends an appointment confirmation via WhatsApp when an appointment is booked in Calendly:
Paid Consulting
Do you want us to work with you to design your process and set it up for you? Then contact our support (click the question mark in the upper right corner of Superchat -> Contact support) to discuss the next steps.
Exchange ideas with experts in your industry in our community. Especially at the beginning, this is the best place to gather initial ideas:
Join our community here: Superchat Community