With ClickUp as my main Project Management tool I want all my requests for appointments with me to be as automated as possible. This is why I been Syncing Calendly Bookings to ClickUp.
If you have not heard of some, or all of these Tech Tools, let me give you a quick overview of the tools I’m using:
Calendly is a booking tool you can use to allow clients to book time with you based on your availability. Having synced your calendar Calendly will then only allow bookings within the times you allow that have not yet been booked and added to your calendar.
ClickUp is the one app to replace them all by allowing you to have all your work in the one place. Tasks, documents, chat, email, dashboards, goals and more.
ClickUp is my project management tool of choice and I’m a solid convert and affiliate for their app.
Integromat allows you to join Tech Tools (applications) together for the purpose of sharing data.
For example, you may have your website sales made one WordPress with WooCommerce. You can use Integromat to sync you orders with Quickbooks, Xero or another accounting software to create your customer and add their sales receipt automatically for you.
In addition to this you could use that same WooCommerce order to add a contact to your email list in ActiveCampaign, ConvertKit or MailChimp and more.
The scenario I have created in Integromat I created from an existing Integromat template. It’s quite easy to search their templates list for all the tech tools they currently have templates for.
Of course, if there is no template, you can still create your own scenario as long as the apps will talk to each other, but that is a post for another day. Today we are discussing Calendly and ClickUp and how I add my Calendly bookings as appointments directly into ClickUp.
Visually you can watch the process in the above YouTube video and below I’ve added a Checklist with the steps and tip for getting the Booking Event ID.
Having existing accounts with Calendly, ClickUp and Integromat are a must for this scenario to be created and events to sync.
Now it’s all ready to test.
Simply create a booking for yourself with any information you need and watch the integration work in Integromat. Then you should see a new task in ClickUp.
If you would like any help with setting up your own automations, or just to chat about improving your workflows, please book a free 30min chat here. I love removing the ‘busy-work’ from your day to day.