PayPal integration updates
The PayPal integration now supports more ways for invitees to pay, including Venmo* for eligible invitees and expanded credit and debit card payment options.
*U.S. only
Invoices
Create and send invoices directly from Calendly, collect payment through Stripe, and track the status of each invoice in one place.
- Create branded invoices with line items, taxes, discounts, due dates, and notes
- Send invoices by email or share via direct link
- Let clients review and pay through a hosted invoice page
- Track payment status and follow up with reminders
Import and export contacts via CSV
You can now import contact records from a CSV to add them to Calendly Contacts in bulk and keep your records centralized in one place.
You can also export your contacts to a CSV to download and reuse your contact data in other tools.
Zapier integration updates
We've expanded our Zapier integration with new triggers and actions to help you automate the work around meetings.
Contacts triggers and actions
Trigger workflows when contacts are created, updated, or deleted, and use actions to find, create, update, or delete a contact with a zap.
Meeting Recap triggers and actions
Use Calendly Notetaker meeting recaps in your automations, including summaries and transcripts.
Book Meeting for Invitee
Schedule Calendly meetings directly from a zap.
No-show trigger and action
Trigger workflows when invitees miss a meeting or mark invitees as no-shows from Zapier.
Zapier integration updates
We've expanded our Zapier integration with new triggers and actions to help you automate the work around meetings.
Contacts triggers and actions
Trigger workflows when contacts are created, updated, or deleted, and use actions to find, create, update, or delete a contact with a zap.
Meeting Recap triggers and actions
Use Calendly Notetaker meeting recaps in your automations, including summaries and transcripts.
Book Meeting for Invitee
Schedule Calendly meetings directly from a zap.
No-show trigger and action
Trigger workflows when invitees miss a meeting or mark invitees as no-shows from Zapier.
Contacts Improvements
We’ve made improvements based on your feedback to help keep your contacts clean and organized.
Add multiple emails and phone numbers (up to 10 each) to keep all interactions under one contact profile.
Merge duplicate contacts from the table to combine details and history into a single record.
Edit or change the primary email from the contact profile without losing past history.
Manage how contacts are created in a new Contact Settings page.
Bulk delete contacts by multi-selecting and removing them in a few clicks.