How to sync Calendly guests with Google Contacts
Create your playbook and set the Calendly trigger as "Event ended"
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 "Event ended" under Calendly. Then, select the necessary details. This will allow your playbook to automatically detect each ended event in Calendly and initiate necessary actions.
If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.
Add the "Get or create contact" in Google Contacts automation
Integrate the Google Contacts automation into your playbook to ensure the prompt creation of a new contact in Google Contacts whenever a specific event in Calendly just ended.
Click the "Add step" button, then locate the "Get or create contact" automation for Google Contacts and input the mandatory and relevant details.
If your Google 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 Google Contacts account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Google Contacts. Once turned on, it will respond whenever a specific event just ended in Calendly by creating a new contact for the invitee in Google 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.