How to sync contacts with an external form
Sync contact information automatically from Typeform or Google Forms into your Contacts. This keeps your contact list updated without manual imports.
Before you begin
- You have a Calendly account with Contacts access
- You have a Typeform or Google Form set up with contact information fields
Step 1 – Connect your form account
If you’re already connected, skip to step 2.
- Go to your Contacts page.
- Select + Add contact, then choose Sync from a Typeform/Google Form.
- Sign in to your form account.
- Allow access when prompted.
Calendly will validate that you own the form before the connection is complete.
Tip
You can also connect by going to your Account settings → Contact settings and selecting your form type under Connect a form to add contacts.
Step 2 – Choose your form
If you've already connected your account, go to the Contacts page. Select + Add contact and choose where you want to import contacts from.
- Select the form you want to connect.
- Review the form name.
- Give your form connection a clear, descriptive name so you'll remember which form it's connected to. You can't change the name later.
- Select Continue.
You can connect up to 10 forms.
Step 3 – Map your form fields
Match each form field to a Calendly contact field so the right information gets captured.
- Select a Calendly contact field from the dropdown for each form field.
- If a form field doesn't match an existing contact field, you can Create a new field.
- You can choose text, number, tag, currency, or date field types.
- Select the form fields you want to import (skip fields you don't need).
- Select Continue.
Required fields:
You must map these fields to continue:
- Name
Step 4 – Choose how to handle duplicates
- Choose how to handle duplicate contacts (contacts with the same email address).
- Merge with existing contact (default).
- Overwrite with new information from the form.
- Skip and don't import this contact.
- Select Continue.
Step 5 – Review and confirm
- Review your settings.
- Select Confirm connection.
Contacts will be created automatically from new form submissions going forward. Only new submissions create contacts. Previous submissions won't be imported.
Manage your form connections
Exclude email addresses or domains
You can exclude certain email addresses or entire domains from creating contacts automatically from the Contacts settings section of your Account settings. Form submissions from blocked addresses or domains won't create new contacts.
Pause or resume a form
- Go to Account settings → Contacts settings.
- Find your form connection.
- Select the toggle to pause or resume.
- Active: Contacts are being created from form submissions.
- Paused: Form submissions won't create new contacts.
When you resume a connection, it won't import submissions from when it was paused.
Edit form connections
- Go to Account settings → Contacts settings.
- Find your form connection.
- Select the three dots menu.
- Select Edit form settings.
- Make your changes and select Save.
Disconnect a form
- Go to Account settings → Contacts settings.
- Find your form connection.
- Select the three dots menu.
- Select Remove form.
- Confirm by selecting Remove form again.
When you delete a form connection, any contacts already created stay in your contact list.
View contact source
You can see which contacts were created from a form. In your contact list, the Source column shows the form name.