Connect Your Symplicy Form to Your Calendly

What can you achieve with the integration?

• Create a powerful, automated workflow so that anyone who completes the form can immediately schedule an appointment.
• Arrive better prepared for your meetings by gathering contextual information about your clients, including their name, email address, location, legal issues, and more.

How does the integration work?

• You share your Calendly link with your client.
• The client books an appointment via your Calendly.
• As soon as the appointment is confirmed, Calendly automatically sends your client a confirmation email containing your Symplicy form’s magic link.
• Your client then completes the form before the meeting.

Steps to configure the appointment confirmation email with the Symplicy form link

• Sign in to your Calendly account: https://calendly.com/login.
• Open the “Workflows” menu and click the “+ New Workflow” button.

• Configure your workflow with the following options:
  • New event is scheduled
  • Immediately after an event is scheduled
  • Send an email to the invitee

• By clicking the “Next” button, you will be redirected to the workflow-creation screen.
• In this screen, you may name your workflow, link it to an event type (e.g., Appointment at the law firm), and edit the email.
• Click the “Edit” button to draft the email.

• In the email-editing screen, compose your message in the dedicated field.
• Within this field, insert your Symplicy magic link. We recommend using the form corresponding to the “Client File”.

• Click the “Done” button.