Custom software that works with Calendly
Calendly takes the back-and-forth out of booking a call. The next step, getting that booking into your CRM and preparing for it, is usually still manual.
Discuss your projectJobs a Calendly connection can take off your plate
- Each booking creates or updates the CRM contact and moves their deal to the next stage
- Answers from the booking questions are attached, so you walk in prepared
- No-shows and cancellations trigger a polite rebooking email
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Calendly's API and webhooks report new bookings, cancellations and reschedules as they happen. Access is through a token or app you approve.
Good to know
- Calendly's webhooks need one of its paid plans. This is checked first.
- Your booking pages and availability stay exactly as you've set them.
Often connected alongside
Enquiries, quotes and customer activity landing in HubSpot without anyone retyping them.
XeroQuotes become invoices, and paid invoices move the job along on their own.
Microsoft 365Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
WordPressYour WordPress site's forms connected to your CRM, with every lead followed up automatically.
ServiceM8Website enquiries, quotes and job updates flowing in and out of ServiceM8.
ZapierWhen Zapier is enough, when it isn't, and how to make what you've built reliable.
Product names and logos belong to their owners. Aereum is an independent developer and isn't a partner of, or endorsed by, any of these companies.