🧭 Overview

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.

🚀 What’s New?

✅ 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 from form fields or location phone field (if present)

• 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.

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

🎯 Why This Matters

• 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