- How to save Cal.com booking attendees as new contacts in Outlook Contacts
- 1. Create your playbook and set the Cal.com trigger as "New booking"
- 2. Add the "Get or create contact" in Outlook Contacts automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Outlook Contacts and Cal.com
How to save Cal.com booking attendees as new contacts in Outlook Contacts
Create your playbook and set the Cal.com trigger as "New booking"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "New booking" under Cal.com. Then, select details like the event type. This will allow your playbook to automatically detect the new bookings in Cal.com and initiate necessary actions.
If this is your first time using a Cal.com integration in Relay.app, a prompt will guide you through the connection process.
Add the "Get or create contact" in Outlook Contacts automation
Integrate the Outlook Contacts automation into your playbook to ensure the prompt creation of a new contact in Outlook Contacts when a new booking is made in Cal.com.
Click the "Add step" button, then locate the "Get or create contact" automation for Outlook Contacts and input the mandatory and relevant details.
If your Outlook Contacts account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Outlook Contacts account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Outlook Contacts. Once turned on, it will respond to each new booking made in Cal.com by creating a new contact in Outlook Contacts without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.