How to include Calendly scheduled date/time in form responses after authentication?

Hello,

I have played with integrating Calendly a few ways and it is working well with my form. However, I need to have the scheduled date/time incorporated into the response to track data. I saw something about adding an action after authenticating Calendly in appointment format. But, I am not seeing where that can be done.

Thanks,

Step 1: Add the Appointment field and integrate Calendly

1. In the Jotform Form Builder, click + Add Form Element on the left.
2. Under the "Basic" tab, click Appointment to add it to your form.
3. Click the gear icon on the Appointment field to open its properties.
4. In the "Availability" tab on the right, select Calendly.
5. Click Authenticate and connect your Calendly account. Then, click Add Action.
6. Choose your desired Calendly event from the dropdown menu and click Save. This will automatically sync your availability from Calendly to the Jotform field. 

Hi C4K,

Thanks for reaching out to Jotform Support. Let me help you with that:

To have the scheduled date and time from Calendly incorporated into your form submission data, you need to use the Appointment field in your form and integrate it with Calendly as follows:

1. Add the Appointment field to your form by clicking + Add Form Element in the Form Builder and selecting Appointment under the Basic tab.
2. Open the Appointment field properties by clicking the gear icon on the field.
3. In the Availability tab, select Calendly.
4. Authenticate your Calendly account by clicking the Authenticate button and connecting your account.
5. After authentication, click Add Action.
6. Choose the desired Calendly event from the dropdown menu and click Save. This will sync your Calendly availability with the Appointment field.

Once this is set up, the scheduled appointment date and time will be automatically included in the form submission data, allowing you to track it in your database.

Give it a try and let us know how it goes.

Please detail where "Add Action" is located.

Hi C4K,

The "Add Action" button is located within the Appointment field properties after you authenticate your Calendly account. Here’s how to find it:

1. Click the gear icon on the Appointment field to open its properties.
2. Go to the Availability tab on the right side.
3. Select Calendly and then click Authenticate to connect your Calendly account.
4. Once authenticated, the Add Action button will appear below the authentication section.
5. Click Add Action to choose your desired Calendly event from the dropdown menu.
6. After selecting the event, click Save to complete the integration.

This setup ensures the scheduled appointment time is included in your form submissions.

Hi OBX_C4K,

Integrating your appointment field with Calendly is easy. Let me show you how:

1. In Form Builder, click on the Gear icon of your Appointment field.
2. In the right panel, click on the Availability tab.
3. Now, click on the Calendly option under the Sync with Your Calendar section.
4. In the pop-up modal, click on the Authenticate button and sign in to your Calendly account.
5. Next, complete the setup for your Calendly.
6. Click on Save at the bottom right to apply changes.

Check out the screencast and screenshot below to see my results:

Explore our guide on How to Integrate Your Form With Calendly to dive in deeper. If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

Let us know if you need any more help.