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Calendly

Scheduling

Automate scheduling workflows end-to-end. 5 Calendly triggers fire on bookings, cancellations, no-shows, and form submissions. Agents create one-off meetings, cancel events, and generate personalized scheduling links automatically.

5 triggers 3 actions available
On Invitee Created fires when prospect books demo through Calendly link
Agent finds prospect contact in HubSpot and updates deal stage to Demo Scheduled
Agent creates Google Calendar event for sales rep with deal notes in body
Sales rep receives Slack message with prospect name, company, and deal context
Agent sends prospect confirmation email with preparation instructions
High-value cancellations paused for sales manager to decide on personal outreach

What This Integration Enables

Calendly integration connects scheduling events to operational workflows. When someone books a meeting, cancels, or submits a routing form, FlowRunner agents react immediately: updating CRM records, triggering preparation sequences, sending confirmations, and routing exceptions like no-shows to the right person.

Without FlowRunner

Manual CRM updates Sales reps update deal stage and log meeting details by hand after each booking
Bare calendar entries Meeting events created without deal context or preparation notes
Missed no-show follow-ups Reps forget to follow up after no-shows or do so days later

With FlowRunner

Instant CRM sync Deal stage, meeting date, and contact updated in HubSpot within seconds of booking
Context-rich calendar events Every meeting entry includes deal notes and prospect research
Automated no-show recovery Personalized rescheduling link generated and sent within 2 hours of no-show

Use Case Scenarios

Booking-to-CRM Full Automation

A prospect books a demo through the Calendly link in a prospecting email. On Invitee Created fires. The agent finds the prospect's contact in HubSpot by email, updates the deal stage to Demo Scheduled, logs the meeting date and time, creates a Google Calendar event for the sales rep with the deal notes in the event body, sends the prospect a confirmation email with preparation instructions, and posts a Slack notification to the sales rep: "[Prospect Name] booked a demo for [date/time]. Their company is [Company]. Here are the deal notes." The rep is prepared. The CRM is accurate. No one touched anything manually.

No-Show Recovery Sequence

On Mark Invitee as No-Show fires. The agent logs the no-show in HubSpot. It waits 2 hours, then sends a follow-up email: "We missed you today. Are you still interested in a quick call? Here is my scheduling link: [personalized link]." The personalized link is created by the agent using Create Single-Use Scheduling Link, so the link is tied to this specific recovery interaction. The agent logs the email send in the CRM. The rep sees exactly what the agent did without manually following up.

Routing Form-Based Qualification

A website routing form asks prospects about their company size, industry, and use case. On New Routing Form Submitted fires. The agent scores the submission against qualification criteria. High-score prospects get a Create Single-Use Scheduling Link generated and delivered via MailerSend email immediately. Low-score prospects get routed into a nurture sequence in Mailchimp. Borderline scores route to the sales manager via Slack for a judgment call.

Human-in-Loop Highlight

When a high-value prospect cancels a meeting (deal value above a threshold), the agent does not just send an automated rescheduling email. It pauses and routes to the sales manager via Slack: "[Prospect Name] at [Company] canceled their demo. Deal value: $[amount]. This is a top-priority prospect. Do you want to personally reach out, or should I send the automated rescheduling link?" The manager decides. High-value relationships get a human decision at moments that matter.

Agent processes routinely
Detects exception requiring judgment
Clear match Continues automatically
Ambiguous Routes to human via Slack
Human decides
Agent resumes with decision

Agent Capabilities

3 actions

Capabilities

3
  • Create One-Off Meeting Creates a new meeting event in Calendly for a specific person and time. Used when an agent has determined the best meeting time and needs to provision the calendar event directly rather than through self-service scheduling.
  • Create Single-Use Scheduling Link Generates a unique, single-use Calendly scheduling link. Used in personalized outreach: the agent creates a dedicated link for a specific prospect and embeds it in an email or Slack message. The link works once and then expires, preventing it from being shared or reused.
  • Cancel Scheduled Event Cancels a booked Calendly event. Used in cancellation workflows triggered by changes in deal status, prospect requests received through other channels, or scheduling conflicts detected by the agent.

Triggers

5 triggers

Event Triggers

5
  • On Invitee Created Fires when someone books a meeting through a Calendly link. The primary scheduling event trigger. When this fires, agents: update the CRM with the meeting details, create a calendar event in Outlook or Google Calendar with full context, send the attendee a preparation email, notify the internal team via Slack, and start the meeting preparation sequence.
  • On Invitee Canceled Fires when someone cancels a booked meeting. Used to trigger recovery workflows: the agent notifies the sales rep via Slack, logs the cancellation in the CRM, and optionally sends a rescheduling link to the prospect automatically.
  • On Mark Invitee as No-Show Fires when a host marks an attendee as a no-show. Used to trigger follow-up workflows: the agent sends a follow-up email on behalf of the rep and logs the no-show event in the CRM.
  • On Unmark Invitee as No-Show Fires when a no-show designation is corrected. Used to reverse any no-show follow-up sequences that were triggered.
  • On New Routing Form Submitted Fires when a Calendly routing form is submitted. Used in qualified booking workflows: a prospect fills out a form, the agent receives the submission, applies qualification logic, and either routes to a sales rep's calendar or triggers a different response flow based on the form answers.

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