Connect Calendly and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Meeting Book or Invitee Created
Invitee Canceled
Invitee No Show Created
Meeting Is Booked, Canceled, Or Rescheduled
New Routing Form Submission
Choose an Action
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
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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
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
Meeting Is Booked, Canceled, Or Rescheduled
Runs when someone books, cancels, or reschedules a meeting.
New Routing Form Submission
Triggers when a new routing form submission is created.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your Calendly integrations.
Create Scheduling Link
Create a booking link people can use to schedule time with you.
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Mark Invitee as No Show
Marks a specific invitee as no show.
Create One-Off Meeting
Create a one-time Calendly meeting with chosen dates, duration, host, co-hosts, and location.
List Available Event Slots
Find open meeting times for a selected event type within a 1–7 day range. Optionally filter by morning, afternoon, or evening.
Get current user
Returns basic information about your user account.
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Step by step guides to integrate Calendly and SugarCRM
Frequently Asked Questions
To start, connect both your Calendly and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Calendly data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Calendly and SugarCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Calendly and SugarCRM. 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.
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.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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