Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hello, All.

I’m trying to sync a Calendly booking form (used from a routing link) to a New People > Leads > New Leads Workspace/Board/Group in Monday.com CRM. I made it through the preliminaries just fine. Calendly is happy with my routing/logic sequence, and Monday.com is fine with the Board group in question. Similarly, the first two steps in creating the Zap are fine, too: connecting both programs to Zapier and identifying the source and destination. I even tested a filter, and it worked well, too.

The issue surfaces when I try to integrate the fields from Calendly into Monday.com. I’m good through customer name, phone, email, and appointment date … and then no other data surfaces ↘️

Screenshot from Step 3

Each of those fields circled in red is otherwise unremarkable: it is either a “choose one” Status column in Monday.com (which I was told to use) for linking to the Calendly booking form, or it is a simple text field. But they simply don’t show up here like the basic bio stuff did: ↘️

Sample Drop-Down Menu for Calendly Resources

This is just an example, of course. I get the same nonsense whether I choose the booking questions re: Case No. … or Opposing Party … or Why do you need help? In each instance, I do get a big pile of Questions And Responses [Question] [Answer] on the left (Calendly) source panel. But none of them offers more than the notation “No Data” when I try to plug it in on the right - and there are no “more” hyperlinks adjacent to any of those alternatives like you see in all those terrific YouTube tutorials where everything pops right up.  >:/

I’ve tested everything I can think of, whether searching for embedded terms, verifying the Monday.com board and Calendly booking page, or deleting the Zap itself twice and started each time from scratch. None of it makes a difference. The left menu simply won’t give me the option of adding in all those extra Calendly fields from my booking form.

Has anyone encountered a problem remotely akin to this? And before you answer(!) …

Yes, I have global admin permissions.

Yes, I rebooted.

Yes, I logged out/in on both programs.

Yes, I cleared my browser cache.

Those always seems to be the knee-jerk, go-to suggestions, so I thought I would save people the trouble of going there!

Kindly,

Tom

Ps. Also, I skipped over the offending portions and published the Zap, just to see if anything would work. When I ran a sample booking, I did receive the name, phone, email, and appointment date/time in their proper Monday.com columns. And the test appointment does show on my Outlook Calendar. But the remaining columns - the fields for which I could import no analog in Zapier - are all blank.

But that experiment does, at least, tell me that the connection itself, sc. between Calendly and Monday.com worked, or none of the information would have made it at all. 

Hi ​@ThomasAlongi 

 

Turning on the zap and running the test is actually a great step, kudos on doing that! I do have a few things that might help you:

 

  1. Check the Zap Run History here and see if the data came from Calendly
  2. Once you confirm that the data came, go back to your zap and edit it, click on Test then get new test data (it should show the answers now if the answers came from Calendly)

Let me know how it goes

Hi ​@ThomasAlongi 

 

Turning on the zap and running the test is actually a great step, kudos on doing that! I do have a few things that might help you:

 

  1. Check the Zap Run History here and see if the data came from Calendly
  2. Once you confirm that the data came, go back to your zap and edit it, click on Test then get new test data (it should show the answers now if the answers came from Calendly)

Let me know how it goes

 

Hi, Moh, and thanks for the quick answer.

I ran the test, and it does show that the “good” information (i.e. for the fields I was able to integrate across the playing board) came from Calendly. But I already expected that. If it hadn’t come from Calendly, my Monday.com board would have remained barren of any hint that an appointment was scheduled.

The problem is not that I’m receiving error messages or other evidence of failed links. The Zap does populate name, phone, email, and appointment date. Those aren’t the problem. The problem is that the left panel, from where I draw my Calendly source material to plug into the right (Monday.com) column, simply does not give me any of the other Calendly data, i.e. for the client’s case-specific information.

I can’t find it anywhere. It’s as if those fields never existed in Calendly. And I did fill in all the fields when I posed as a law firm customer and “scheduled an appointment” for myself. I chose a court venue, entered a bogus case number and opposing party, and provided an explanation for why I needed “help.”

Tom

Hi Tom,

 

Can you please screenshot the data from the History of the run that was successful? We need to check if that data come through during the actual run

Hi, Moh. I hope you are having a good weekend.

I’m going to do one better. I went ahead and recorded a Snagit video that shows the problems from start to finish.  ↘️

https://app.screencast.com/WJ5Ya8Sk1q3h2

Please let me know if this illustrates the issue well enough!

Best,

Tom

Ps. I’m going to pipe this through tech support, too.

Hi ​@ThomasAlongi 

 

Its clear that the issue is the routing form, you will need to use another action which us New Routing Form Submission to get the data you are looking for. 

 

Hi ​@ThomasAlongi 👋

How did you get on with MohSwellam’s suggestion here? Did it do the trick?

Keep us posted on how things are going, want to make sure you’re all set!

Hello!

I was grateful for his effort, but I’m not sure he understood my difficulty.  :)

I am aware of the New Routing Form Submission alternative, and I tried it before. It doesn’t provide any of the fields that appear on the Calendly form that we created. In that sense, it was the same sort of problem we encountered with New Invitee; it was just a question of different fields being missing. In the end, we solved the general difficulty a different way: we stuck with New Invitee and experimented with alterations until the data went through.

It seems like it should not have been so difficult; the YouTube content makes it seem like a breeze, but it is not. And we’ve encountered a similar problem with mapping LawPay ➡️ Monday.com, which had me on a tech support chat yesterday. (As with Calendly, some data fields simply don’t appear on the left panel when you choose Custom instead of Static. No apparent reason. They just ... won’t show.

Bottom line, I love the Zapier app, and I’m not ready to give up on it. But it really fights us whenever we try to create something new, and it’s exhausting.

Tom

​@ThomasAlongi 

FYI: Calendly somewhat recently changed their API which impacted the data structure and data points returned as part of the Calendly Zap app newest versions, which is likely the source of confusion and frustration configuring Zaps using Calendly.

 

The data is there from Calendly just a matter of understanding how to access it and map it correctly.

 

If you need to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

Terms & ConditionsAccessibility statement