🗓️ Phone Number Sync for Calendly Appointments

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.

✅ 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 “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.

For shared calendars, if any user updates the phone number sync option — the change will apply to all users linked to that calendar.

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