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Calendly Integration

ApproveThis manages your Calendly Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Scheduling Meets Decision-Making

Let's cut through the corporate speak: approvals suck. They're the traffic jams of business operations. Now imagine if your scheduling tool and approval system actually talked to each other instead of existing in separate silos. That's what happens when you connect ApproveThis and Calendly through Zapier - two tools that have no business being apart once you see what they can do together.

Calendly handles the "when." ApproveThis handles the "yes." Combine them, and you've got automated workflows that:

  • Prevent $10k+ meetings from being booked without oversight
  • Auto-escalate urgent requests when key approvers are OOO
  • Create audit trails for every decision made about scheduled events

We're talking about eliminating the back-and-forth emails that make employees want to throw their laptops out windows. For companies between 50-5,000 employees (you know, the size where processes start to matter but haven't completely fossilized), this integration is like finding an extra hour in the workday.

Real-World Use Cases That Don't Feel Like Corporate Fan Fiction

1. High-Stakes Meeting Approvals

Consulting firms and enterprise sales teams live by their calendars. A $50k discovery call? An implementation review with C-suite? These shouldn't be booked without checks. Here's how it works:

When someone schedules a Calendly event tagged as "Enterprise Deal Review," ApproveThis automatically:

  • Routes the request to Sales Ops + Legal
  • Checks deal size against pre-set approval thresholds
  • Locks the calendar slot pending approval

Approvers get an email (no app login needed) with key details: client name, deal size, attached SOW. One click approves the meeting - rejected requests automatically free up the calendar slot.

2. No-Show Follow-Ups That Actually Work

HR teams and customer success managers hate ghosting. When a candidate or client no-shows a Calendly event:

ApproveThis creates a request to either:

  • Charge penalties (for contracted clients)
  • Trigger follow-up sequences
  • Blacklist repeat offenders

The kicker? Vacation delegation ensures these requests never stall. If the usual approver is out, it auto-routes to their backup. No more "Sorry, I was on PTO" excuses.

3. Compliance-Friendly Interview Scheduling

Public companies and regulated industries can't have junior HR staffers booking executive compensation discussions without oversight. Connect the dots:

Any Calendly invite containing "Comp Discussion" in the title triggers an approval chain requiring:

  • Legal sign-off for recording consent
  • HR director approval
  • Automatic calendar holds until cleared

Bonus: Calculated fields in ApproveThis automatically flag meetings exceeding standard duration or including unvetted external participants.

Setup That Doesn't Require an IT Degree

Here's the dirty secret: This integration takes 23 minutes to set up. Seriously. If you can make a Zoom call, you can handle this:

  1. Create your Zapier account (they have a free tier)
  2. Connect Calendly and ApproveThis
  3. Choose your trigger (new event, no-show, etc.)
  4. Map the approval logic in ApproveThis
  5. Test with a real calendar event

Pro tip: Start with one workflow (like executive meeting approvals) before scaling to department-wide use. Most teams see ROI within 14 days just from recovered productivity hours.

Department-Specific Wins

Sales Teams

Ever have a BDR book a demo with a competitor using fake details? Yeah, that stops here. Route all "New Demo" Calendly events through ApproveThis with:

• Automatic CRM checks against existing accounts
• Mandatory manager approval for enterprise-tier prospects
• Auto-cancel meetings lacking discovery call notes

HR & Talent Acquisition

No more rogue interview panels. When hiring managers schedule final-round interviews:

• Require diversity quota checks
• Enforce standardized time blocks
• Auto-add calibrated interviewers to panels

If someone tries to book a 15-minute executive interview? The system laughs and sends them a compliance training link.

Operations & Procurement

Vendor negotiations need oversight. Connect Calendly to ApproveThis so any "Vendor QBR" meeting:

• Requires 3 bids minimum attached
• Auto-checks contract renewal dates
• Forces legal review for non-standard terms

Plus, get real-time dashboards showing which contracts are stuck in meeting purgatory.

Why This Isn't Just Another Zap

Let's be real - most "integrations" are duct tape solutions. This works because:

Approval Chains Actually Respect Urgency
ApproveThis' escalation rules prevent calendar black holes. If a key approver doesn't respond within 2 hours? The request jumps to their manager. Meeting slots expire? Auto-cancels with polite reschedule notes.

External Users Play Nice
Client needs to approve a project kickoff meeting? They get an email, click approve, done. No guest logins. No "forgot password" support tickets. Just clean audit trails showing who approved what.

Analytics That Don't Lie
See which meeting types get rejected most, average approval times per department, and which teams ignore calendar policies. Spoiler: Legal always takes longest. Now you have data to fix it.

Common Objections (And Why They're BS)

"We don't need more process" - Cool, keep letting interns book board meetings. Or set conditional rules so only high-risk events trigger approvals.

"Our teams will hate this" - Employees actually prefer knowing meetings won't get canceled last-minute due to approval oversights. Plus, email-based approvals mean zero new logins.

"IT can't handle another integration" - That's why Zapier exists. No code. No middleware. Just connect the pipes and go.

Bottom Line

If your company's big enough to have approval processes but small enough to still move fast, this integration is your secret weapon. It's not about adding bureaucracy - it's about preventing stupid mistakes that cost real money.

ApproveThis + Calendly via Zapier works because:

  • Zero licenses needed for external approvers
  • Conditional rules prevent approval spam
  • Real-time sync stops double-booking nightmares

Ready to stop playing calendar roulette? Get started with ApproveThis or schedule a 15-minute demo where we'll show exactly how to lock down your highest-risk meetings.

P.S. If you still think email chains are an acceptable approval system, we can't help you. But your competitors? They're already using this.

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Integrate with Calendly Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Calendly

Suggested workflows (and their Zapier components) for Calendly

Create approval requests for new Calendly invitees

Streamline your meeting approval process. When a new invitee schedules an event on Calendly, automatically create an approval request in ApproveThis for team review and decision-making.

Zapier Components

Calendly Logo

Trigger

Invitee Created

Triggers when an invitee schedules an event.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Calendly meetings for new ApproveThis requests

Simplify meeting setup for approval processes. When a new approval request is initiated in ApproveThis, create a one-off meeting in Calendly to discuss the details.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Calendly Logo

Action

Create One-Off Meeting

Creates a new one-off meeting in Calendly.

Log approval requests for Calendly no-shows

Ensure accountability for missed meetings. When an invitee is marked as a no-show in Calendly, automatically create an approval request in ApproveThis to discuss next steps or repercussions.

Zapier Components

Calendly Logo

Trigger

Invitee No Show Created

Triggers when an invitee is marked as a no-show.

Action

Create Request

Creates a new request, probably with input from previous steps.