Bookings into monday.com without duplicates for a coaching business
A coaching and consulting business runs its clients, calls and activities on monday.com and takes bookings through Calendly. The Make flow described here turns every booking and cancellation into the right update on the right board, with one contact per person.
- upsert branches
- 8
- event types, one board each
- 4
- operations for a typical booking
- 7
The organisation
The business sells coaching and consulting through booked calls of several kinds, each tracked on its own monday.com board. Each booking needs to reach the right board as the right contact, whether the person is new or has booked before.
Make also syncs the business's tasks and payments with monday.com; those scenarios are not described here.
The outcome
One scenario of about forty modules handles four event types, created and cancelled, through eight upsert branches.
A recent booking took seven operations and two seconds. The scenario used 19 credits in the seven days to 21 October 2026.
Where it stops
The flow matches on the details people type when they book, so a different phone number makes a new contact. The task and payment syncs in the account are not described.
Built with
- Make.com
- Calendly
- monday.com
Page copy drafted with AI assistance. Skofi is accountable for it. Editorial policy
Run a business like this one?
The flows above are reusable. A short call is the fastest way to find out which of them fits yours.
What happens on the call
- 15 minutes, no deck
- We map the process on the call
- A written scope, or an honest no