Calendly Integration
Automatically trigger workflows when meetings are booked, send prep materials, and sync booking data with your CRM.
What You Can Automate
Lead Enrichment
When someone books a call, automatically enrich their profile with company data and add to CRM
Pre-meeting Emails
Send personalized prep materials, questionnaires, or agendas before the call
Slack Notifications
Alert your team when high-value prospects book demos
No-show Follow-up
Automatically reach out to reschedule when someone misses their appointment
Setup Instructions
Connect Calendly
Go to Dashboard β Integrations and click "Connect" on Calendly. You'll be redirected to authorize.
Select Event Types
Choose which Calendly event types should trigger your agents.
Choose Trigger Events
Select which Calendly events should trigger your workflows.
Data You Receive
When a booking is created, you receive this data in your agent:
{
"event": "invitee.created",
"created_at": "2026-01-15T14:30:00Z",
"payload": {
"event_type": {
"name": "Product Demo",
"duration": 30,
"slug": "product-demo"
},
"invitee": {
"name": "Jane Doe",
"email": "jane@example.com",
"timezone": "America/New_York",
"questions_and_answers": [
{
"question": "Company size",
"answer": "50-100 employees"
},
{
"question": "What are you hoping to learn?",
"answer": "How to automate our sales process"
}
]
},
"scheduled_event": {
"start_time": "2026-01-20T15:00:00Z",
"end_time": "2026-01-20T15:30:00Z",
"location": {
"type": "zoom",
"join_url": "https://zoom.us/j/123456789"
}
},
"tracking": {
"utm_source": "linkedin",
"utm_campaign": "q1_demo_ads"
}
}
} Example Workflow
Demo Booked β Full Sales Prep
Pro Tips
Use Custom Questions
Add qualifying questions in Calendly (company size, budget, timeline). This data is included in the webhook and helps your agent personalize follow-ups.
Track UTM Parameters
Enable UTM tracking in Calendly to know where each booking came from. Great for attributing leads to campaigns.
Handle Cancellations
Create a separate workflow for cancellations to automatically send reschedule links and update your CRM.
Troubleshooting
Bookings aren't triggering my agent
- Verify the event type is selected in your integration settings
- Check that your agent status is "Active"
- Test with a new booking (test bookings from the same account may not trigger)
Missing data in the webhook
Some fields like UTM parameters or custom questions only appear if configured in Calendly. Check your event type settings in Calendly to ensure all fields are enabled.