Auto-lead creation
Calendly bookings auto-create CRM leads with meeting details.
Live
Calendly
Auto-create CRM leads when prospects book Calendly meetings. Calendly is the leading appointment scheduling tool used by sales teams worldwide. Integrate with Wendesk to automatically create CRM leads or contacts when prospects book meetings via your Calendly link, and log the meeting as a CRM activity.
Free to use1.4K installsReleased 6 Jul 2026Updated 17 Jul 2026v1.0
Capabilities
What you can do with Calendly
Capabilities your team gets when Calendly is wired into Wendesk.
Meeting activity logging
Every Calendly appointment is logged as a CRM activity automatically.
WhatsApp confirmation
Send meeting confirmation and reminders to prospects via WhatsApp.
Setup
How to connect Calendly
Typically completes in under 5 minutes. No engineering required.
- 1
Create Calendly API key
In Calendly go to Account Settings → Integrations → API & Webhooks → Generate token.
- 2
Connect in Wendesk
App Store → Calendly → paste your personal access token.
- 3
Configure webhook events
Wendesk registers Calendly webhooks for invitee.created and invitee.canceled events.
- 4
Map to CRM actions
Choose whether new bookings create Wendesk Leads, Contacts or Activities.
Plans
Available on these plans
Activate Calendly on any of the plans below.
BaseStarterGrowthProEnterprise
FAQ
Frequently asked questions
Answers to the most common questions about Calendly on Wendesk.
What happens in Wendesk when a Calendly meeting is booked?
When an invitee books a meeting via your Calendly link, Wendesk receives the invitee.created webhook and creates or updates an Activity on the matching CRM lead or contact record.
Can Wendesk advance a deal stage when a Calendly demo is booked?
Yes. You can configure a Wendesk automation to move a lead to the Demo Scheduled stage in your pipeline whenever a Calendly event type matching your demo is booked.
Does Wendesk handle Calendly cancellations?
Yes. Wendesk listens to the invitee.canceled webhook and updates the CRM activity accordingly, so your pipeline reflects cancelled meetings accurately.
Can Wendesk send a WhatsApp confirmation when a Calendly meeting is booked?
Yes. Using a Wendesk workflow triggered by the Calendly invitee.created event, you can send the lead a WhatsApp confirmation with meeting details and a video call link.
What Calendly credentials are needed to connect to Wendesk?
Calendly uses OAuth 2.0. You will go through a standard OAuth flow and grant Wendesk access to your Calendly account. An access token and refresh token are stored securely using AES-256-GCM encryption.
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