Hey I need help please
I use a form with Calendly for leads to book sales calls.
Now I need that data to go to my CRM in Notion.
While integrating through Zapier I found Typeform send all the data in the form but not the date and time of the appointment, as that is made by Calendly.
Is there any way for adding the appointment date?
Thank you very much.
Best answer by jeremielp
If your Calendly question is whithin your form, then what happen is that:
1. Your user bookes an appointment and Calendly triggers a Zap that updates Notion
2. Your user finishes the TypeForm form, which then sends data to Notion.
The fact that Calendly sends data before Typeform might cause the issue.
You would want to be the otherway around.
Solutions can be:
1. Delay by 10 minutes the Calendly Zap, so that it updates Notion after the TypeForm Zap
https://zapier.com/blog/zapier-delay-guide/
2. Don't put the Calendly booking inside your TypeForm questionnaire. Instead, let the user finishes the Typeform first, then redirect to a page where you put the Calendly booking (can be another typeform with only the Calendly question). You can pass the name and email to this page using the parameters in the URL, to be able to automatically fill the Calendly question. If it is another Typeform, see hidden fields.
https://www.typeform.com/help/a/using-hidden-fields-360052676612/
Solution 1 is easier, but you may have users forgotting to finish the form, not in your CRM.
Solution 2 is a bit more complex, but you will have all your users in your CRM
You need to connect Calendly with Notion directly, as it has nothing to do with TypeForm.
It is possible with Zapier for example:
Thanks Jeremielp!
I tried that way.
Which is (through Zapier) Typeform creating the row in CRM sending all the info, and then Calendly finding that row and updating it with the “appointment date”
But, I couldn’t make it work.
Any suggestions?
Thanks for your time
If your Calendly question is whithin your form, then what happen is that:
1. Your user bookes an appointment and Calendly triggers a Zap that updates Notion
2. Your user finishes the TypeForm form, which then sends data to Notion.
The fact that Calendly sends data before Typeform might cause the issue.
You would want to be the otherway around.
Solutions can be:
1. Delay by 10 minutes the Calendly Zap, so that it updates Notion after the TypeForm Zap
https://zapier.com/blog/zapier-delay-guide/
2. Don't put the Calendly booking inside your TypeForm questionnaire. Instead, let the user finishes the Typeform first, then redirect to a page where you put the Calendly booking (can be another typeform with only the Calendly question). You can pass the name and email to this page using the parameters in the URL, to be able to automatically fill the Calendly question. If it is another Typeform, see hidden fields.
https://www.typeform.com/help/a/using-hidden-fields-360052676612/
Solution 1 is easier, but you may have users forgotting to finish the form, not in your CRM.
Solution 2 is a bit more complex, but you will have all your users in your CRM
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