How to Connect Calendly to Outlook

Many people use Microsoft Outlook for their email and calendar. If you’re one of them, did you know you can connect your Calendly account to Outlook? That way, you can easily schedule meetings without going back and forth with meeting invitations. Here’s how to do it:

How to Connect Calendly to Microsoft Outlook

1. Log into your Calendly account, select Integrations, scroll down, and select Outlook for Workflows.

   

2. Select Connect Microsoft Outlook.

   

3. You will be redirected to the outlook sign-in page. Enter your email, phone number, or Skype ID and password to log into your account.

   
4. Grant Calendly access to your information.

   

5. Your account will be displayed as connected.

   

How to Create Calendly workflow using Microsoft Outlook

1. Select Integration and scroll down and select Outlook for Workflows.

   

2. Select Explore More to create a new workflow.

   

3. Click Create your own workflow to get started.

   

4. At “When this happens,” select what will trigger Calendly to send the email.

   

5. At “How long after event is canceled?” select when you would like the message sent.

   

6. At “Do this,” pick to whom you would like to send the email; it can be the host or invitee. Then select Next.

   

7. Add the workflow name and pick which event type you want to send the message.
8. Select Apply to save changes.
9. At “Do this,” click Edit to customize the message sent.

   

10. At “what email address should this email be sent from?” choose the outlook email from the drop-down.

    

11. You can pick the email template you prefer. If none of the templates suits your need, choose Custom to create the message from scratch.

    

12. At “Subject,” add the email subject line.
13. Select Variables to add specific details to customize your subject line and message. These variables include the event name, date, time, organizer’s name, invitees name, email, or phone number.

    

14. Once finished writing the email, click Done to save the message.

    

15. You can add up to 5 activities to the workflow by selecting Add Action. These activities include sending a reminder to the event organizer, sending a follow-up message to invitees, or sharing resources. To add more actions, repeat the same process starting from step 6.

    

16. Select Save after you’ve added the activities.

    

17. To view the automation, go to Workflows. You can edit, clone, or delete the workflow from here.