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Calendly + Excel 365

  • 4 April 2020
  • 1 reply

I have several users and teams on my Calendly Account. I user Zapier and have a zap for my scheduled appointments to create a row in Excel to keep track. However, it tracks ALL appointments for ALL users and teams. I want the teams and users to be separate but I do not see an option on Zapier to custom the zaps by team, it pulls in all appointments for all users/teams. My goal is to create multiple excel tracker sheets for different teams and users.  Ex. Tracker Sheet For Team 1, Team 2, User 1, User 2 etc.


Best answer by AndrewJDavison_Luhhu 5 April 2020, 10:49

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Hi @kmartin7255 

Inside the zap editor, test the trigger to pull through some sample data from Calendly. Is there a field in the data that indicates which team the appointment is for?

If so, you can add a ‘Filter’ step, and create a zap for each team - using the filter to make sure each zap only runs appointments for a single team.