How to email from your personal account

Use Workflows to automatically email from your Gmail or Outlook account, replacing the default "send from" notfications@calendly.com. Benefits include:

  • A personal experience with the email coming from you
  • A clear way for your recipients to follow up or ask questions by replying directly to you
  • A record of email communication appears in your “Sent” folder

Note: This not currently available for team event types.

Gmail Outlook

Set up Gmail for Workflows integration

  1. Navigate to the Integrations page, select Gmail for Workflows.
  2. Select Connect Gmail. Screenshot 2023-09-08 at 10.31.45 AM.png
  3. Accept the Permissions Requested. The "send email on your behalf" permission must be enabled for the integration to work.

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Add your Gmail to new Workflows

  1. From your Home page, select Workflows

  2. Select + New Workflow, then select Use Workflow for a template or Create your own workflow for a custom one.

  3. At Workflow Name, set the name for the workflow.

  4. At Which event types will this apply to?, select the event types for which the workflow will run.

  5. At When this happens, set the condition for which the workflow will run.

  6. At Do this and next to Send email to invitee, select Edit.

  7. At What email address should this email be sent from?, select your Gmail account, then select Done.

  8. (Optional) As desired, make changes to the Subject and Body of the email that will be sent when the workflow runs, then select Done.

Add your Gmail to existing Workflows

  1. From your Home page, select Workflows, then select any workflow you want.

  2. At Do This and next to Send Email to invitee, select Edit.

  3. At What email address should this email be sent from?, select your Gmail account, then select Done.
    Screenshot 2023-09-08 at 10.34.48 AM.png

FAQs

What happens if I connect both Gmail for Workflows and Outlook for Workflows at the same time?

If you have both connected, then Calendly will default to sending from notifications@calendly.com

My invitee responded to the Workflows email, but the response did not go to my Gmail/Outlook email address. Why?

Check your Workflows to confirm the "send from" address is your Gmail/Outlook email (under Do this, then Edit). If notifications@calendly.com is selected, any replies will go to the email address you use to log into Calendly.

Can I use my email alias in Outlook to send Workflows emails?

If you have an email alias, Calendly will default to the primary email address associated with your Outlook account.

How can I verify if the Workflows email has been sent?

If you're sending a Workflows email from Outlook, the sent email will show in your "sent" folder within Outlook. In Calendly, you can view when the Workflows sent an email under the Timeline within Scheduled meetings.