Calendly

Create leads from new Calendly bookings, trigger follow-up workflows, and give your sales team full visibility into upcoming meetings without manual data entry.

What you get

• Automatic meeting logging on CRM contact timelines
• Lead creation from new Calendly bookings
• Pre-meeting context with CRM deal and contact data
• Workflow triggers on booking, rescheduling, and cancellation
• Meeting outcome tracking and follow-up task creation

Setup guide

How to get Calendly working with SkedX CRM.

1. Navigate to Settings > Integrations > Calendly in SkedX CRM
2. Click "Connect Calendly" and authorize via OAuth
3. Select which event types to sync with CRM
4. Configure lead creation rules for new bookings
5. Map Calendly invitee fields to CRM contact fields
6. Start syncing Calendly bookings with your CRM

Questions

How do I connect Calendly with SkedX?

Connecting Calendly to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > Calendly in SkedX CRM; Click "Connect Calendly" and authorize via OAuth; Select which event types to sync with CRM; Configure lead creation rules for new bookings; Map Calendly invitee fields to CRM contact fields; Start syncing Calendly bookings with your CRM. No developer setup is required — you can complete it from your SkedX dashboard.

What can I do with the Calendly integration?

With the Calendly integration you can: Automatic meeting logging on CRM contact timelines; Lead creation from new Calendly bookings; Pre-meeting context with CRM deal and contact data. Everything stays in sync with SkedX CRM.

Is the Calendly integration available now?

Yes — the Calendly integration is available now as part of SkedX CRM, in the Scheduling category.