How to Connect Remindlo with Zapier
    Integrations
    Updated 20/03/20267 min read

    How to Connect Remindlo with Zapier

    Automate SMS reminders by connecting Remindlo to 8,000+ apps through Zapier. Triggers, actions, and example workflows explained.

    Remindlo integrates with Zapier, giving you access to over 8,000 apps. This means you can automate SMS reminders from virtually any booking platform, CRM, or form tool without writing a single line of code.

    This guide covers everything you need to know: available triggers and actions, how to set up your first Zap, and ready-made workflows for popular tools like Calendly, Cal.com, and Acuity Scheduling.

    What You Need

    • A Remindlo account - create one for free.

    • A Zapier account - a free Zapier plan works for simple Zaps.

    How to Connect Remindlo to Zapier

    1. Log in to your Zapier account.

    2. Click Create a Zap (or go to + Create in the top navigation).

    3. Search for Remindlo when choosing a trigger or action app.

    4. Zapier will ask you to connect your Remindlo account. Click Sign in and authorise the connection.

    5. Once connected, you can use any of the triggers and actions listed below.

    You can also start from the Remindlo Zapier integration page or directly from your Remindlo dashboard.

    Available Triggers

    Triggers start a Zap when something happens in Remindlo. Use these to push data from Remindlo into other apps.

    Trigger

    Description

    Type

    New Campaign

    Triggers when a new campaign is added in Remindlo.

    Polling

    New Contact

    Triggers when a new contact is created in Remindlo.

    Polling

    Example use cases for triggers:

    • When a new contact is added to Remindlo, automatically add them to a Google Sheet for reporting.

    • When a new campaign is created, post a notification in a Slack channel so your team knows.

    • When a new contact is created, sync them to your CRM (HubSpot, Salesforce, Pipedrive, etc.).

    Available Actions

    Actions let other apps push data into Remindlo. This is the most common direction: an event happens in your booking tool, and Remindlo sends the SMS reminder.

    Write Actions

    Action

    Description

    Create Contact

    Creates a new contact in Remindlo with their name, phone number, and appointment details.

    Enroll in Campaign

    Enrolls an existing contact into a specific campaign, triggering the campaign's reminder sequence.

    Send Message

    Sends an SMS message directly to a customer. Useful for one-off confirmations or custom notifications.

    Search Actions

    Action

    Description

    Find Contact

    Searches for an existing contact in Remindlo by phone number or name.

    Find Campaign

    Searches for a campaign in Remindlo by name.

    Get Contact by ID

    Retrieves a specific contact using their Remindlo ID.

    Find or Create Contact

    Searches for a contact and creates one if no match is found. Ideal for avoiding duplicate contacts.

    Here's how it looks on Zapier's side:

    Common Workflows

    Here are some of the most popular ways businesses use the Remindlo + Zapier integration.

    Google Sheets → Remindlo

    Add contacts to Remindlo automatically when a new row is added to a spreadsheet. Useful if you manage bookings or client lists in Google Sheets and you want to send them SMS later on.

    1. Trigger: Google Sheets - New Spreadsheet Row

    2. Action: Remindlo - Find or Create Contact

    3. Action: Remindlo - Enroll in Campaign

    Calendly → Remindlo

    Automatically send SMS reminders for every new Calendly booking.

    1. Trigger: Calendly - Invitee Created

    2. Action: Remindlo - Find or Create Contact (using the invitee's phone number)

    3. Action: Remindlo - Enroll in Campaign (assign to your reminder campaign)

    → Full Calendly + Remindlo setup guide

    Cal.com → Remindlo

    Trigger SMS reminders directly from Cal.com bookings without using Google Calendar as a bridge.

    1. Trigger: Cal.com - Booking Created

    2. Action: Remindlo - Find or Create Contact

    3. Action: Remindlo - Enroll in Campaign

    → Full Cal.com + Remindlo setup guide

    Acuity Scheduling → Remindlo

    Add SMS reminders that go beyond Acuity's single-reminder-per-appointment limit.

    1. Trigger: Acuity Scheduling - New Appointment

    2. Action: Remindlo - Find or Create Contact

    3. Action: Remindlo - Enroll in Campaign

    → Full Acuity + Remindlo setup guide

    CRM → Remindlo

    Send an SMS reminder when a deal reaches a specific stage or when a meeting is booked in your CRM.

    1. Trigger: HubSpot / Salesforce / Pipedrive - New Meeting or Deal Stage Change

    2. Action: Remindlo - Create Contact

    3. Action: Remindlo - Send Message (for an immediate confirmation)

    Form Submission → Remindlo

    Collect a phone number through a form and automatically add the person as a Remindlo contact.

    1. Trigger: Typeform / Google Forms / JotForm - New Submission

    2. Action: Remindlo - Create Contact

    3. Action: Remindlo - Enroll in Campaign

    Stripe → Remindlo

    Automatically add a contact and send an SMS when a customer completes a payment.

    1. Trigger: Stripe - New Payment

    2. Action: Remindlo - Find or Create Contact (using the customer's phone number)

    3. Action: Remindlo - Enroll in Campaign

    Step-by-Step: Build Your First Zap

    This walkthrough uses Calendly as an example, but the same pattern works for any trigger app.

    1. Create a Campaign in Remindlo

    Before building your Zap, set up a campaign in Remindlo that defines when and what messages to send:

    1. Go to your Remindlo dashboard.

    2. Create a new Campaign (e.g. "Appointment Reminders").

    3. Configure your reminder schedule (e.g. 24 hours before, 2 hours before).

    4. Write your message templates using dynamic variables like {{first_name}} and {{business_name}}.

    2. Set Up the Trigger

    1. In Zapier, click Create a Zap.

    2. Choose your trigger app (e.g. Calendly) and select the trigger event (e.g. Invitee Created).

    3. Connect your account and test the trigger to pull in sample data.

    3. Add the Remindlo Action

    1. Click the + button to add an action step.

    2. Search for Remindlo and choose Find or Create Contact.

    3. Map the fields from your trigger:

      • Phone number - map to the invitee's phone number field.

      • First name - map to the invitee's name field.

      • Appointment date - map to the event start time.

    4. Test the action to confirm the contact appears in Remindlo.

    4. (Optional) Add an Enroll in Campaign Step

    1. Add another action step: Remindlo - Enroll in Campaign.

    2. Select the campaign you created in step 1.

    3. Use the contact ID from the previous step.

    4. Test and publish your Zap.

    5. Test the Full Flow

    Book a test appointment using your own phone number. Verify that:

    • The Zap fires and the contact appears in Remindlo.

    • The contact is enrolled in the correct campaign.

    • You receive the SMS reminder at the configured time.

    Tips and Best Practices

    • Use "Find or Create Contact" instead of "Create Contact" to avoid duplicates when a returning client books again.

    • Include the country code in phone numbers. If your trigger app does not include it, use a Zapier Formatter step to prepend +44 (UK) or the relevant code.

    • Name your Zaps clearly - for example, "Calendly → Remindlo SMS Reminder" so you can identify them later.

    • Test before going live - use Zapier's test feature at each step to confirm data is mapping correctly.

    • Check your Zap history - if reminders are not sending, review the Zap runs in Zapier's Task History to see where the issue is.

    Troubleshooting

    Zap is not triggering

    • Check that the Zap is turned on (the toggle should be green).

    • Remindlo triggers use polling, which means Zapier checks for new data every few minutes. Allow up to 15 minutes for a new trigger to fire (or use "Run Zap" to test immediately).

    • Verify the trigger app account is still connected in Zapier.

    Contact not appearing in Remindlo

    • Check the Zap's Task History in Zapier for error messages.

    • Make sure the phone number field is mapped correctly and includes a country code.

    • Verify your Remindlo account is connected and authorised in Zapier.

    Wrong campaign or missing enrolment

    • Double-check that the "Enroll in Campaign" step references the correct campaign.

    • Use the "Find Campaign" action if you need to look up a campaign by name dynamically.

    Duplicate contacts

    • Switch from "Create Contact" to "Find or Create Contact". This searches by phone number first and only creates a new contact if no match exists.

    Need Help?

    If you need assistance setting up your Zapier integration, contact us at [email protected]. We are happy to help you build the right workflow for your business.