Sales reps manually log Calendly meetings in Salesforce, missing data and wasting time
Automatically create Salesforce events and update lead status when Calendly meetings are booked
Follow these steps to implement this playbook in your organization.
Configure Calendly webhook for invitee.created event. Trigger when prospect books any meeting type (demo, discovery, follow-up).
// Calendly webhook payload
{
"event": "invitee.created",
"payload": {
"email": "prospect@company.com",
"name": "John Smith",
"event": {
"start_time": "2025-02-01T14:00:00Z",
"end_time": "2025-02-01T14:30:00Z"
}
}
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