Connect Espo CRM and Calendly
Integrate Espo CRM with Calendly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Scheduling Link in Calendly when New Lead in Espo CRM
Cancel Scheduled Event in Calendly when New Lead in Espo CRM
Mark Invitee As No Show in Calendly when New Lead in Espo CRM
Create One-Time Meeting in Calendly when New Lead in Espo CRM
List All Event Types from Calendly when New Lead in Espo CRM
Popular Espo CRM + Calendly flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Calendly
Automatically do this!
Create Scheduling Link
Cancel Scheduled Event
Mark Invitee As No Show
Create One-Time Meeting
List All Event Types
List All Available Slots
Get Current User
List User Event Slots
Create Booking
Create Scheduling Link in Calendly when New Lead in Espo CRM
Use this flowCancel Scheduled Event in Calendly when New Lead in Espo CRM
Use this flowMark Invitee As No Show in Calendly when New Lead in Espo CRM
Use this flowCreate One-Time Meeting in Calendly when New Lead in Espo CRM
Use this flowList All Event Types from Calendly when New Lead in Espo CRM
Use this flowList All Available Slots on Calendly when New Lead in Espo CRM
Use this flowGet Current User from Calendly when New Lead in Espo CRM
Use this flowList User Event Slots from Calendly when New Lead in Espo CRM
Use this flowCreate Booking in Calendly when New Lead in Espo CRM
Use this flowCreate Scheduling Link in Calendly when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Calendly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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.
When a meeting is scheduled, rescheduled, or canceled
Runs the workflow automatically whenever a meeting is scheduled, rescheduled, or canceled.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Scheduling Link
Create a booking link
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Espo CRM and Calendly workflows.
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About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
About Calendly
Calendly is an online scheduling platform that helps people and teams book meetings, automate reminders and follow-ups, collect payments, and integrate calendars and conferencing tools.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Calendly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Calendly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Calendly. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Calendly, and a separate workflow where Calendly triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Calendly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Calendly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
