If you’re running events or scheduling meetings, you probably use Calendly to keep things organized.
But what if you could pair it with Mailchimp and automatically send out follow-up emails to nurture your leads?
Think about it—every time someone books a meeting with you, they’re instantly added to your Mailchimp list, and you can send them personalized emails on autopilot.
Let’s walk through the simple steps to get it all set up and running!
What You Need Before You Start
Before jumping into the fun stuff, you’ll need a few things in place. Don’t worry, it’s nothing too complicated!
Calendly Account
Make sure your Calendly account is all set up. You’ll need access to event types and scheduling. If you’ve been using Calendly to manage bookings, you’re already halfway there.
Mailchimp Account
Got a Mailchimp account? If not, you’ll need one to create and manage your email lists. This is where all your event attendees from Calendly will go, so make sure you’ve got an audience ready!
An Automation Tool Like Konnectify
Now, here’s the part where the magic happens. To link Calendly and Mailchimp, you’ll need an automation tool like Konnectify. This tools connects the two apps making your workflow automation smooth without writing any code.
Integrating Mailchimp with Calendly
Step 1: Create a Mailchimp List
Let’s start by creating a list in Mailchimp, where all your event attendees will go. It’s like creating a guest list for a party, but for your email marketing.
- Log in to Mailchimp and head to the Audience section.
- Click Create Audience and fill in the details like the audience name, default sender name, and email.
- Hit Save, and boom! You’ve got your Mailchimp list ready for action.
Step 2: Set Up an Event in Calendly
Next up is setting up (or tweaking) an event type in Calendly. This event type will be the trigger that adds attendees to your Mailchimp list.
- Log in to Calendly and click Event Types.
- You can either select an existing event or create a new one by clicking + New Event Type.
- Fill out the event details—like the name, location, and how long it lasts.
- Adjust your availability and notifications to suit your schedule.
- Hit Save & Close. That’s it! Your event is now ready to be connected to Mailchimp.
Step 3: Connect Calendly and Mailchimp Using Konnectify
Now it’s time to bring in Konnectify to connect the dots. This tool will act like a bridge, sending information from Calendly to Mailchimp effortlessly.
What’s Konnectify?
Think of Konnectify as your tech-savvy friend who knows how to make things happen behind the scenes. It connects apps (like Calendly and Mailchimp) so you can create automations without writing any code. Pretty cool, right?
How to Create a Konnector in Konnectify
- Log in to Konnectify (or create an account if you’re new).
- Click Create a Konnector.
- Search for Calendly in the app search bar and select it.
- Choose New Invitee Created as the trigger event. This means every time someone books a meeting, Konnectify will kick into action.
- Click Continue and log in to Calendly to allow access.
Step 4: Set Up the Mailchimp Action in Konnectify
Once Calendly is linked, it’s time to tell Konnectify what to do with the new invitee info.
- In the Action App search bar, type Mailchimp.
- Select Add/Update Subscriber as the action event. This makes sure your new invitee is added to your Mailchimp list.
- Log in to Mailchimp when prompted.
- Select your Audience List from the dropdown.
- Match the Calendly fields (like email, first name, and last name) with the corresponding Mailchimp fields.
- Click Test & Continue to make sure everything’s working.
- When you’re happy with it, click Turn On to activate the integration.
Step 5: Test the Integration
Now comes the fun part—testing to see if everything works as it should!
- Go to your Calendly event link and book a test meeting using a sample email.
- Head over to Mailchimp and check your subscriber list to see if the new invitee’s info has been added.
If it’s there, congrats! Your integration is live, and every new Calendly booking will now sync with Mailchimp automatically.
Why Integrate Calendly with Mailchimp?
You’re probably wondering - why bother connecting these two apps? Well, here’s why:
Automate Email Campaigns Without Lifting a Finger
Imagine every time someone books a meeting with you, they’re automatically added to your email list for a classic automation and they get a thank-you email or a reminder about the event. Doesn’t matter if it’s a “Thanks for booking!” email or a reminder about an upcoming meeting, it keeps your brand top of mind and you’re showing your leads that you care.
Automating Follow-Up Emails
Send a follow-up email automatically after someone books a meeting on Calendly. You can provide them with additional info, a thank-you note, or a reminder about the event. This makes your life easier and keeps your attendees engaged.
Here are some follow-up email templates from Mailchimp!
Nurturing Leads Through Drip Campaigns
New lead? Add them to a Mailchimp drip campaign. This way, you can keep them warm by sending a series of automated emails designed to build a relationship and move them closer to becoming a customer.
Segmenting Your Audience Based on Event Types
Do you offer different types of events—like consultations, webinars, or product demos? Great!
Email Segmentation is a sure fire way to increase open rates, clicks and conversions!
You can automatically segment your contacts based on the type of event they booked. This way, they’ll get targeted emails that speak directly to their needs. Personalized emails? Yes, please!
Best Practices for Calendly and Mailchimp Integration
To get the most out of this integration, here are a few best practices to keep in mind:
Keep Your Email List Clean
Make sure you regularly clean up your Mailchimp list by removing inactive contacts. This helps keep your open rates high and ensures your emails go to people who are interested.
Personalize Your Emails
People love feeling special and personalized emails has social proof!
Use Mailchimp’s merge tags to personalize your emails. Include the recipient’s name or the event they booked—it’s those little touches that make a big difference!
Enable Double Opt-In
Double opt-in means your contacts confirm their email addresses before being added to your list. It helps keep your list clean and avoids people marking your emails as spam.
Make Email Marketing Workflows Easy with Calendly + Mailchimp
And there you have it! By integrating Calendly with Mailchimp, you’re setting yourself up for smoother workflows, better lead engagement, and ultimately more time to focus on growing your business.
You could be a solopreneur, marketer, or a business owner, this integration will easily help you automate your booking process and keep your email marketing on point.
Try Calendly - Mailchimp Connector