How to Link Square to Calendly via Zapier
It is very easy to link Square to Calendly via Zapier. Here’s a quick tutorial on how to do it:
- Go to the left-side panel and then click 'Create'.
- Choose 'Zaps' from the list of options.
- After that, tap the 'Trigger' tab to start the integration process.
- Search for 'Square' and select it from the recommended matches.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log into your active Square account.
- Subsequently, click 'Continue'.
- Provide the information needed to configure the Trigger accordingly.
- Once done, tap 'Continue' to run your input and test the Trigger.
- Following that, select the record you wish to use and then tap 'Continue With Selected Record'.
- Search for 'Calendly' afterwards and then choose it as the Action app.
- Next, click the drop-down menu and pick the specific 'Action Event' you wish to execute.
- Click 'Sign In' afterwards and then log into your Calendly account.
- Subsequently, tap 'Continue' to proceed further.
- One by one, fill out the input fields with the required information associated with the integration.
- Once done, click 'Continue' to publish and enable the integration.
- After completing these steps, your Square account will be linked instantly to Calendly.
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