Calendly + Multi-Step-Form: Ensuring Data Submission

  • Resolved cartoonhank

    (@cartoonhank)


    5 months, 2 weeks ago

    Hey,

    I’ve been asked by a customer to integrate Calendly into a multi-step form, with the scheduling being the final step. It’s important that when a user schedules an event via Calendly, the data collected in the previous steps is also submitted. Is there a method to pass this collected data along with the Calendly event scheduling? Alternatively, is there a mechanism to ensure that the event is scheduled only if the data is submitted correctly?

    I don’t have anything to share or display yet, as this is more of a theoretical question right now.

    Thank you in advance!

    • This topic was modified 5 months, 2 weeks ago by cartoonhank.
Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Support Williams – WPMU DEV Support

    (@wpmudev-support8)

    Hi @cartoonhank

    I hope you’re well today!

    There’s no built-in integration with Calendly in Forminator so it wouldn’t be working “out of the box”.

    I’m not that familiar with Calendly to say for sure but if it is capable for reading data simply from the URL parameters then this could probably be used – as form can be set to redirect to any URL and can have form data included in that redirect:

    https://wpmudev.com/docs/wpmu-dev-plugins/forminator/#after-submission-behavior (see “redirect user” part)

    Another possible option would be to utilize a “middleman”. Forminator can send data to any service that supports webhooks as there’s a built-in webhook integration already

    https://wpmudev.com/docs/wpmu-dev-plugins/forminator/#webhook

    so if such a service (e.g. Zapier, Integrately or similar) already provides necessary integration with Calendly, it should be possible to set it up that way.

    Note though: none of these would provide “two way” communication – it wouldn’t be possible for Forminator to e.g. check if some date is already booked and not-available in Calendly.

    An alternative approach (and the only one that would possibly allow two-way integration) would be to create a fully custom integration code based on Forminator’s built-in action/filter hooks and Calendly API but that’d be quite a complex piece of code and such custom development is out of the scope of our support, I’m afraid.

    Kind regards,
    Adam

    Plugin Support Dmytro – WPMU DEV Support

    (@wpmudevsupport16)

    Hello @cartoonhank,

    I hope you’re doing great today!

    As we haven’t heard back from you for some time, I’ll be marking this thread as resolved. Please let us know in case you need further assistance.

    Best Regards,
    Dmytro

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