How to Send Everest Forms Submissions to Calendly

Calendly is a appointment scheduling platform. Here is how to pipe Everest Forms submissions straight into Calendly using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to appointment scheduling. No task meter, no monthly bill.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A Calendly account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Calendly to AFI

Calendly uses OAuth 2.0 for authentication. In AFI → Settings → Calendly, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Everest Forms to Calendly.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Calendly as the destination

Choose Calendly from the platform dropdown and pick Create Event. This creates an event in Calendly.

4. Map fields

Match each Calendly field on the left to the corresponding Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. Check Calendly to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and date to Calendly with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to Calendly in minutes.