Phone Number Sync for Calendly Appointments

/in ,
We’ve introduced a new phone number importer that ensures contact details from

Calendly appointments

are accurately captured in Clixio. Whether the

phone number

is entered in the

location field

or submitted

through a form question

(Q&A), the system ensures that the correct number is included in the contact’s profile, reducing the need for manual updates.

✅ Automatic Sync from Location Phone Number

  • If the invitee’s phone number is provided directly in the

    meeting location

    and no phone fields are present in the form, it is automatically synced to the contact.

image

✅ Mapping Modal When Phone Numbers Come from Form Fields

If a

phone number field exists in the Calendly form

, a mapping screen will be displayed, where:

  • You can choose from

    form fields

    or the

    location phone field

    (if available).

image
image
  • You can select “

    Do not sync

    ” if you prefer not to map any number.

This ensures clarity and control when numbers are collected via forms.

✅ Clean Handling When No Phone Fields Exist

  • If the selected Calendly calendar(s) has

    no phone number fields

    (neither location nor form), the phone sync step is simply omitted — no prompts or errors.

🗒️

Note

: For shared calendars, if any user updates the phone number sync option, the change will apply to

all users

linked to that calendar.

  • Ensures that phone-based meetings always have the contact number synced within the system.
  • Eliminates the manual copying of numbers from Calendly into contacts.
  • Provides users with control when multiple phone sources are present.