Phone Number Sync for Calendly Appointments
🧭 Overview
We’ve introduced a new phone number importer that ensures contact details from **Calendly appointments **are accurately captured in NextLevel. 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
