Calendly + Mailchimp

Automatically add Calendly invitees to your Mailchimp audience and assign tags to automate follow-up emails and other tasks. Connect Mailchimp with Calendly to ensure invitees are added to your audience and tagged for automated workflows like email follow-ups.

Automate a marketing campaign

When you book, cancel, or reschedule a Calendly meeting, we will pass these events to your contact's activity feed:

• Booked-calendly-meeting
• Canceled-calendly meeting
• Rescheduled-calendly-meeting 

You can use these events for behavioral targeting which will let you create and send campaigns to a segment, or trigger an automated email.

Important note about GDPR

Please ensure that your invitees grant consent to receive emails from you before you add them to a Mailchimp audience. Once your invitees opt-in, we add them to Mailchimp audiences as subscribers.

If your invitees are in General Data Protection Regulations (GDPR) countries, we add them to Mailchimp as "transactional contacts" (who only receive messages about orders, shipments, test messages, etc.) and ask them to opt-in to future emails.

Before you begin

You'll need the following accounts:

• A Calendly paid account with admin privileges
• A Mailchimp free or paid account with admin privileges

How to integrate Calendly with Mailchimp

1. From your home page, navigate to the Integrations & apps page.
2. Select Mailchimp.
3. Select Connect Mailchimp.
4. Log into Mailchimp (follow the instructions that appear).
5. When complete, you'll see a confirmation appear at the top of the screen.
   
   

How to set up rules for Mailchimp

1. Visit the Mailchimp integration page.
2. For the desired event type, select Create a Rule.
3. At When someone schedules with the event type, select the type of event.
4. Select the audience to whom want to add invitee information.
5. (Optional) Select one or more tags to associate with invitees.
6. Select Save.

How to disconnect Calendly and Mailchimp

When you disconnect Mailchimp, the rules you create in Calendly will also be deleted.

Troubleshooting

• My contact was not added in Mailchimp. 
  Mailchimp may not have recognized the contact's email as a valid email. For more information, see Mailchimp's About Fake Signups article.
• My contact was unsubscribed from my emails, but I want to resubscribe them.
  If you try to sync a Calendly contact with one in Mailchimp that was unsubscribed in your email marketing, you can ask Mailchimp to resubscribe the contact. For more information, see Mailchimp's Resubscribe a Contact article.
• My merge tags are not being replaced with the correct information.
  Make sure your tags are properly mapped. Calendly doesn't validate merge fields. For more information, see Mailchimp's Troubleshooting Merge Tags article.