Automate
meeting workflows with Calendly
Overviews
How it works?
Get notified when meetings are booked
Alert your sales team the moment a prospect schedules a call. Send notifications to Slack, email, or SMS so everyone stays in the loop without checking calendars manually.
Create CRM records from new bookings
Instantly add new contacts to your CRM when someone books a meeting. Capture all the booking details and attendee information without copying and pasting between tools.
Send pre-meeting briefs with customer context
Pull customer data from your CRM or database and send personalized meeting briefs to your team before calls start. Everyone walks in prepared with the right information.
Update project tools when consultations are scheduled
Create tasks, update boards, or add calendar events to your project management system when consultation calls are booked. Keep your workflow tools in sync without manual updates.
Track booking analytics in spreadsheets
Log every meeting booked into a spreadsheet to track trends, measure team performance, and analyze which event types get the most bookings over time.
Send follow-up emails after meetings end
Trigger personalized follow-up emails to attendees once meetings conclude. Share resources, thank them for their time, or send next steps without remembering to do it manually.
Take action when meetings are cancelled
Know immediately when someone cancels a booking and respond accordingly. Update your records, notify your team, or trigger re-engagement campaigns to reschedule.
Generate scheduling links on demand
Create custom scheduling links for specific event types and share them in emails, chat messages, or support tickets. Speed up the booking process without navigating to Calendly each time.
Configure
Build with Gmail
Sales team notification system
When a prospect books a demo on Calendly, instantly send a Slack message to your sales channel with attendee details, meeting time, and any custom form responses. Add the contact to your CRM and create a reminder task so your team is prepped and ready.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
You can access attendee names and emails, meeting times, event type details, custom form responses, cancellation status, and invitee information. This data can be used to trigger actions across your other business tools.
Yes, you can trigger workflows when events are cancelled. Use this to update your records, notify your team, send rescheduling links, or start re-engagement campaigns to get the meeting back on the calendar.
When someone schedules a meeting, you can send notifications to Slack channels, email addresses, SMS, or any communication tool your team uses. Include all the booking details so everyone has the information they need.
Absolutely. When a new meeting is booked, you can create or update contact records in your CRM, log the scheduled event, add notes, and update deal stages. All the meeting data flows into your sales pipeline without manual entry.
You can generate custom scheduling links for specific event types and use them in your workflows. Insert them into emails, chat messages, or support tickets to make it easy for people to book time with you without navigating to Calendly directly.