Sales & CRM
Manage Calendly meetings with your agents.
Agents find open times, share booking links, book and cancel meetings, prepare hosts for upcoming meetings, and follow up on meeting recaps. Calendly trigger events start an agent when someone books, cancels, misses a meeting, or submits a routing form, when an event type or contact changes, and when a meeting recap is ready.
5,000 free credits to start.
Agent reach
Calendly API v2
The full surface, searched at run time.
Connect with
- API key
- Your own OAuth app
Triggers need a paid Calendly plan. Connect as an organization owner or admin so triggers cover every member's meetings.
Event triggers
Yes · 7 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with Calendly
Helios searches the Calendly API v2 at run time. The agent finds the endpoint the task needs and calls it.
- Find event types and share booking links, or create single-use links.
- List upcoming meetings with their invitees and booking answers.
- Find open times and book meetings at them through the Scheduling API, on Standard plans and above.
- Cancel meetings with a reason, and mark no-shows.
- Create and update event types and their availability.
- Read and update contacts, and read meeting recaps and transcripts from Calendly Notetaker.
- Read routing form submissions and the meetings they led to.
- Start a run on bookings, cancellations, no-shows, routing form submissions, event type and contact changes, and meeting recaps.
Examples
Tasks you can hand to a Calendly agent
Brief the host before each new meeting
When someone books a demo, the agent researches the invitee and their company and sends the host a short brief.
When a demo is booked, research the invitee and DM the host a brief.
- calendly·read the booking and the invitee's answers
- apollo·enrich the invitee and their company
- web·read recent news about the company
- slack·DM the brief to the host
Brief sent for Thursday's demo
- Head of RevOps at a 300-person logistics company
- Asked about Salesforce sync in the booking form
- Suggested agenda attached
Qualify routing form leads
When someone submits a routing form, the agent scores the lead, creates the CRM record, and alerts the owner.
Qualify each routing form submission and route good leads to sales.
- calendly·read the submission and its answers
- apollo·enrich the company
- attio·create the person and company
- slack·notify the owner in #inbound
Lead qualified
- Fits the ideal customer profile, 120 seats
- Record created in Attio and assigned to Dana
Follow up on cancellations
When an invitee cancels, the agent drafts a short note with the booking link so they can pick a new time. Reschedules are skipped.
When a meeting is canceled, not rescheduled, draft a follow-up with my booking link.
- calendly·read the canceled meeting and the reason
- calendly·find the event type's booking link
- gmail·draft the follow-up
Follow-up drafted
- Reason given: a conflict with a board meeting
- Draft offers next week with the booking link
Daily meeting prep
Every morning, the agent lists the day's meetings and posts what the team should know about each invitee.
Every weekday at 8:00am, post a prep note for today's meetings.
- calendly·list today's meetings and invitees
- attio·look up each invitee's record
- slack·post the prep note to #sales
Prep note for 5 meetings
- 2 renewals, 2 first calls, 1 partner sync
- One invitee has an open support ticket
Event triggers
Start a run on Calendly events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
invitee.created | Someone books a meeting, so an agent can research the invitee and brief the host. Filter on the event type. |
invitee.canceled | A meeting is canceled. Filter out reschedules to follow up only on real cancellations. |
invitee_no_show.created | A host marks an invitee as a no-show, so an agent can send a link to book again. |
routing_form_submission.created | Someone submits a routing form, whether or not they book. Needs a connection from an organization owner or admin. |
meeting_recap.created | Calendly Notetaker finishes a recap of one of your meetings, so an agent can file the action items. |
contact.created | A contact is added by a booking, by hand or through the API, so an agent can enrich it or sync it to a CRM. |
event_type.updated | An event type changes. Filter on the event type to watch the ones that matter. |
Works with
Calendly works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on Calendly.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.