Calendly
Calendly is a scheduling automation tool that allows users to book meetings without back-and-forth emails.
Overview
Calendly is an automated scheduling platform that helps individuals and teams book meetings without back-and-forth emails. It is widely used by sales, customer success, recruiting, and support teams to schedule calls, demos, interviews, and consultations based on real-time availability. Calendly supports integrations through both Zapier and its public API, including webhook events for scheduling activity.
Calendly can integrate with Cone CRM to automatically sync meeting data into your CRM. When meetings are scheduled, rescheduled, or canceled in Calendly, Cone CRM can be updated with the latest activity, keeping customer records accurate and up to date. This integration is enabled via Zapier and API-based webhooks, making it suitable for both no-code users and technical teams. For Cone CRM users, the Calendly integration improves visibility into customer interactions, reduces manual updates, and ensures that scheduling activity is reflected directly in CRM workflows, pipelines, and follow-ups.
Key Features
- Automated Meeting Scheduling – Eliminate manual coordination and let customers book meetings instantly.
- Real-Time Booking Events – Capture scheduling activity as it happens for timely CRM updates.
- Zapier Automation Support – Connect Calendly and Cone CRM without custom code.
- API & Webhook Events – Enable real-time data sync for advanced integrations.
- Centralized Activity Tracking – Keep meeting data aligned with CRM records.
- Improved Follow-Up Timing – Trigger CRM actions immediately after meetings are booked or canceled.
Common Integration Use Cases
- Create or update a contact in Cone CRM when a new Calendly meeting is scheduled (Zapier).
- Log scheduled meetings as activities inside Cone CRM for better pipeline visibility (Zapier).
- Update CRM records when meetings are canceled or rescheduled in Calendly (Zapier).
- Use Calendly webhook events to trigger real-time CRM updates when invitees are created (API).
- Track customer engagement by syncing meeting history into Cone CRM records.
- Reduce manual data entry by automatically reflecting scheduling activity in the CRM.
Endpoints
Pricing & Access Requirements
- Calendly: Offers free and paid plans with varying features and limits.
- Zapier: A paid Zapier plan may be required for multi-step automations or higher task usage.
- API Access: Calendly API access requires authentication and may depend on account plan.
- Pricing Note: Pricing varies depending on plan; refer to the official website for details.
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