Calendly SMS Automation
Ensure every new booking gets an instant, friendly text message and timely reminders all powered by ActiveCampaign + D7 SMS.
Problem This Workflow Solves
Missed appointments and slow follow-ups cost time and revenue. Manually sending confirmations or reminders often leads to mistakes and inconsistent communication. This workflow removes those pain points by automatically confirming every new booking and nurturing your customers without extra effort.
How the Workflow Operates
When a new event is scheduled in Calendly, ActiveCampaign instantly updates or creates the contact, tags them for easy organization, and starts a dedicated automation. Using D7 SMS, a personalized message is sent to confirm the appointment and offer support. The system then waits for a response if positive, a deal or task is automatically created; if not, the contact continues through a personalized nurture sequence. This seamless process helps drive engagement and boosts your conversion rate.
Simple Workflow Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Trigger: New event booked in Calendly | Starts the process instantly when a customer schedules an appointment. |
| 2 | ActiveCampaign Actions: Create or update contact, add relevant tag, start automation | Keeps your contact list clean and ensures the right messages go to the right people. |
| 3 | Send SMS via D7:** “Hi {{first_name}}, thanks — Appointment confirmation + reminders. Reply HELP for support.” | Confirms the booking immediately and reassures your customer. |
| 4 | Wait for reply | Gives customers a chance to respond or ask questions. |
| 5 | If positive reply → create deal/task | Automatically moves warm leads forward in your pipeline. |
| 6 | If no or negative reply → continue nurture | Keeps the relationship alive through consistent follow-up. |
| 7 | Goal KPI: Engagement / Conversion | Measures success through customer response and booking completion. |
SMS Message Variations
- “Hi {{first_name}}, thanks for scheduling! Your appointment is confirmed — we’ll send reminders closer to the time. Reply HELP for support.”
- “Hello {{first_name}}, your appointment is booked! We’ll keep you updated with reminders. Reply HELP if you need assistance.”
- “Hey {{first_name}}, thanks for your booking! Confirmation + reminders are on the way. Reply HELP for support anytime.”
Who Benefits From This Workflow
- Coaches, consultants, and service providers who rely on scheduled sessions
- Sales teams wanting to reduce no-shows and manage leads automatically
- Any business using Calendly and ActiveCampaign to streamline appointments and communications
Integrate Now
Turn every new booking into an opportunity for connection.