Guide

How to automatically track started Calendly events into a Google Sheets document

Are you tired of the hassle of organizing your Calendly events on a Google Sheets spreadsheet? We know it can be a tricky task for several reasons. There might be issues with reliability and connectivity, leading to missed or delayed logging of events. Manual data entry can also result in human error, causing discrepancies in the tracking system. If multiple users access the same spreadsheet, there can be conflicts or errors in data entry if proper coordination and communication protocols are not established. Plus, data security and privacy in the shared Google Sheets document become crucial, especially if sensitive meeting information is logged, requiring stringent access controls and permissions. But don't worry; Relay.app has got you covered! With Relay.app's integration, you can easily capture every new Calendly event and log it into a Google Sheets spreadsheet. This ensures that all your meeting details are tracked precisely and efficiently without the risk of manual data entry or the fear of missing appointments. You can efficiently manage your meetings and stay organized without any hassle. Our simple four-step guide will show you how to set up this integration quickly. Get ready to enjoy the benefits of automated workflows and never miss a Calendly event again!
Calendly logoGoogle Sheets logo
1

Create your Relay.app playbook

To start coordinating between Calendly and Google Sheets for your workflow, you must set up specific steps.

Firstly, sign up for Relay.app and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Track started Calendly events into a Google Sheets document," and choose a relevant emoji 🗓 to help you quickly identify it.

2

Set the Calendly trigger as “Event started”

Add the Calendly trigger to initiate your playbook's actions before the event starts.

To do this, click "Add trigger" in your playbook. Select the "Event started" trigger option from the dropdown menu under Calendly. It will enable your playbook to identify newly started events and trigger necessary actions automatically.

If you have yet to connect your Calendly account to Relay.app, a prompt will guide you through the connection process.

3

Add the “Add row to sheet” step in Google Sheets

Integrate the Google Sheets automation to instantly track Calendly events.

Select "Add Step" and then find the "Add row to sheet" automation for Google Sheets. Enter all the required details, including the Event type, Guest, ID of an event in synced, Invitee email, Invitee name, Invitee time zone, Organizer email, Organizer name, Organizer time zone, and Start date.

If you still need to connect your Google Sheets account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to add a row to a sheet through your Google Sheets account.

4

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically tracks started Calendly events into Google Sheets 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.

Get started with Relay.app

Sign up now and get started with your playbook today