Before you start
- You are the workspace owner or an admin. For others, Connect calendar is greyed out.
- Calendly: a paid Calendly plan, and a personal access token. In Calendly, open Integrations, then API and webhooks, and make a personal access token.
- Cal.com: your booking link, and access to Settings in Cal.com to add a webhook.
Connect Calendly
1
Open the calendar card
Open Settings, then Integrations. On the Calendly or Cal.com card, press Connect calendar.
2
Pick Calendly and paste your token
Press Calendly, then paste your token into Calendly token.
3
Add your booking link if you want
Booking link (optional) is the link people use to book you. Leave it empty to use your Calendly scheduling link.
4
Connect
Press Connect. You see “Calendly is connected.”
Connect Cal.com
1
Open the calendar card
Open Settings, then Integrations. On the Calendly or Cal.com card, press Connect calendar.
2
Pick Cal.com and add your link
Press Cal.com, then paste your Booking link, the link people use to book a call with you. Press Connect.
3
Copy the address and the secret
You see “One more step in Cal.com.” Copy the Webhook address and the Signing secret. We show the secret once.
4
Add a webhook in Cal.com
In Cal.com, open Settings, then Developer, then Webhooks. Add a webhook with that address and secret.
5
Pick three events
Under Events to pick we list them:
BOOKING_CREATED, BOOKING_RESCHEDULED and BOOKING_CANCELLED. Pick these in Cal.com, save, then press Done.What happens when someone books
We match the booking to a person in your workspace by the email they book with.
A campaign that already paused for this person because they replied stays as it is.
The match uses the person’s email in B2B Signals. If you don’t have their email, or they book with another one, the booking doesn’t reach them. You can add an email on their page.
Use your link in messages
Your booking link fills the{calendar_link} variable in campaign messages. See Steps and messages.
Check that it works
The card shows the calendar, “whole workspace”, and your link. It says Last booking with the date, or “Connected · no bookings yet”. If it says “It stopped working. Disconnect it and connect again.”, do that. For Calendly, check that your token and paid plan are still active. To change the link, press Change link.Disconnect
Press Disconnect on the calendar row and confirm. Bookings stop showing up here and stop ending a sequence. Calls already booked stay in your calendar. For Calendly, we also remove the link we set up there. For Cal.com, delete the webhook in Cal.com yourself. To switch between Calendly and Cal.com, disconnect the one you have first. You see “A calendar is already connected… Remove it first.” if you don’t.Stages
What Meeting and the other stages mean.
Reports
Where booked meetings count.
Webhooks
Get told when a meeting is booked.
Integrations overview
Every tool you can connect.