Phone Number Sync for Calendly Appointments

Modified on Tue, 6 Jan at 6:17 AM

Overview

We’ve introduced a new phone number importer that ensures contact details from Calendly appointments 
are accurately captured in the system. Whether the phone number
 is entered in the location field 
or submitted through a form question
(Q&A), the system helps ensure the right number ends up in the contact’s profile — reducing manual updates.

What’s New?

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.

Mapping Modal When Phone Numbers Come from Form Fields

If a phone number field exists in Calendly form
, a mapping screen is shown, wherein:

You can choose from
form fields
or
location phone field
(if present)

You can choose “
Do not sync
” if you don’t want any number mapped

This ensures clarity and control whenever 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 skipped — no prompts, no 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.

Why This Matters

Ensures phone-based meetings always have the contact number synced within the system
Eliminates manual copying of numbers from Calendly into contacts
Gives users control when multiple phone sources exist