Connect Calendly and ClearCRM to Build Intelligent Automations

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Calendly

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ClearCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When new meetings Booked Canceled or Rescheduled

When new meetings Booked Canceled or Rescheduled

Triggers when someone books, cancels, or reschedules a meeting for any event type.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

Do thisActions

Action is the task that follows automatically within your Calendly integrations.

Create Scheduling Link

Create Scheduling Link

Creates a scheduling link.

Cancel Scheduled Event

Cancel Scheduled Event

Cancels a scheduled event with a specified reason for the cancellation.

Mark Invitee as No Show

Mark Invitee as No Show

Marks a specific invitee as no show.

Create One-Off Meeting in Calendly

Create One-Off Meeting in Calendly

Creates a new One-Off Meeting in Calendly.

Get current user

Get current user

Returns basic information about your user account.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

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Step by step guides to integrate Calendly and ClearCRM

Frequently Asked Questions

How do I start an integration between Calendly and ClearCRM?

To start, connect both your Calendly and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in ClearCRM (or vice versa).

Can we customize how data from Calendly is recorded in ClearCRM?

Absolutely. You can customize how Calendly data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Calendly and ClearCRM?

The data sync between Calendly and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Calendly to ClearCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Calendly and ClearCRM?

Yes, you can set conditional logic to control the flow of data between Calendly and ClearCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Calendly

About Calendly

Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.

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ClearCRM

About ClearCRM

Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.

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