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How to create a Zap to move pipeline stages in High Level from a Calendly appointment

  • June 25, 2025
  • 3 replies
  • 17 views

Hi,

Thank you in advance as I am really not great with this technology. 

 

I was to create a zap where a specific appointment is booked in Calendly and it triggers a contact in High Level to move pipeline stages. 

 

Is this possible? Could someone break this down for me?

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34004 replies
  • June 25, 2025

Hi ​@techhelp 

Try these Zap steps:

  1. Trigger: Calendly - Invitee Created
  2. Action: Filter
    1. Check for the desired Calendly Event Type
    2. Help: https://zapier.com/apps/filter/integrations#help
  3. Action: LeadConnector - Add/Update Opportunity
    1. Set the Pipline/Stage

 

If you need help, there is a directory of Certified Zapier Experts: https://zapier.com/experts

 

 


SamB
Community Manager
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  • Community Manager
  • 9662 replies
  • June 30, 2025

Hey there, ​@techhelp 👋

Have you had a chance to give those actions Troy suggested a try?

Keep us posted on how it’s going, want to make sure you’re all set! 🙂


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  • Beginner
  • 58 replies
  • June 30, 2025

Yes, this is definitely possible with Zapier! We can set up a Zap that triggers when a specific Calendly appointment is booked, then finds the matching contact in HighLevel and updates their pipeline stage. I can walk you through the setup step by step and make sure it works exactly how you need.