How to create a new contact in Brevo for a newly scheduled event in Calendly

Relay.app is an automation tool that lets you automate actions across Calendly, Brevo, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the BrevoUpdate or create contact” action for each CalendlyEvent scheduled” event.
Calendly logoCalendly > Brevo
Trigger
Last triggered
Calendly logoEvent scheduled
Brevo logoUpdate or create contact
1

Create your playbook and set the Calendly trigger as "Event scheduled"

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 setup this playbook, click "Add trigger" and then select "Event scheduled" under Calendly. Then, select the necessary details. This will allow your playbook to automatically detect the newly scheduled 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.

2

Add the "Update or create contact" in Brevo automation

Integrate the Brevo automation into your playbook to ensure the prompt creation of a new contact in Brevo when a new event has been scheduled in Calendly.

Click the "Add step" button, then locate the "Update or create contact" automation for Brevo and input the mandatory and relevant details.

If your Brevo 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 Brevo account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new contact in Brevo. Once turned on, it will respond to each newly scheduled event in Calendly by creating a new contact in Brevo 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.

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