Calendly Integration with CRM

Overview

The Calendly integration enables automatic capture of meeting or appointment bookings into the CRM. Once configured, all scheduled events are synced with the CRM for efficient lead and appointment management.

Prerequisites

• Active Calendly account
• Access to Calendly settings
• CRM access with App & Integration permissions

Required Details

• PWA Token – Generated from Calendly

How to Get the PWA Token (Step-by-Step):

Step 1: Open Calendly Website

Go to the official Calendly website and log in to your account.

Step 2: Go to Integrations & App Settings

Navigate to:

Integrations → API & Webhooks

Then click on:

API & Webhooks

Step 3: Create Personal Access Token

Inside the API section:

Click on “Create Personal Access Token”

Step 4: Fill Token Details

Fill the required fields:

• Name: Enter any meaningful name (e.g. FAB CRM Integration)
• Scopes: Select all required permissions (checkboxes)

It is recommended to select all scopes to ensure full access.

Step 5: Generate Token

Click Next to proceed.

Final Flow

Calendly Login → Integrations → API & Webhooks → Create Token → Verify OTP → Copy Token → Use in FAB CRM

Integration Flow

The integration process takes place in two phases: configuration in the CRM and configuration in Calendly.

Configuration in CRM

After successful login, navigate to the App module from the left-side navigation panel.

1. Click on App module
2. Navigate to App & Integration → App
3. Search and select Calendly.Click on Configure.

Screen- ConfigurationScree

4.Enter the following details:

• Name
• PWA Token (from Calendly)

Screen- Calendly Congifuration

5.Click on Save.

How Data is Triggered

Whenever a user schedules a meeting through Calendly, the event data is automatically synced to CRM using API integration.

Validation

1. Book a test meeting using Calendly
2. Verify the booking details in CRM

Check

• Lead/appointment is created successfully
• Data is correctly received
• No missing or incorrect fields

Conclusion

The integration uses API-based communication through a PWA token, enabling seamless and automated synchronization of meeting data between Calendly and CRM.

Once Calendly is successfully integrated with FAB CRM, all scheduled meetings are automatically synced and displayed inside the CRM.