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 → Integrations and click "Connect" on Calendly. You'll be redirected to authorize.

Select Event Types

Choose which Calendly event types should trigger your agents.

Discovery Call (15 min) Product Demo (30 min) Support Call (45 min)

Choose Trigger Events

Select which Calendly events should trigger your workflows.

invitee.created

When someone books a meeting

invitee.canceled

When someone cancels a meeting

routing_form_submission.created

When a routing form is submitted

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 → Full Sales Prep

Calendly: Demo Booked

Jane Doe books "Product Demo" for Jan 20

Enrich with Clearbit

Add company info: 75 employees, Series A, SaaS

Create HubSpot Deal

New deal: "Tech Startup - Demo" in Pipeline

Notify Sales in Slack

"🎯 New demo booked: Jane Doe from Acme Corp"

Send Prep Email

Personalized email with relevant case studies

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.

Calendly Integration