Calendly consultants
We can help you automate your business with Calendly and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Calendly.
About Calendly
Calendly has become the default scheduling tool for thousands of businesses — handling meeting bookings, availability management, and calendar coordination without the back-and-forth emails. It works well for its core purpose, but most organisations hit a wall when they need Calendly data to flow into other systems. A meeting gets booked, and then someone has to manually create a CRM record, send a prep email, or update a project tracker.
Those manual steps between booking and action are where deals slow down and customer experiences suffer. A prospect books a demo but your sales rep does not get briefed until hours later. A client schedules a consultation but the project manager only finds out when someone forwards the calendar invite. These gaps are avoidable.
Our sales automation team at Osher connects Calendly with your CRM, communication tools, and project management platforms so that every booking triggers the right follow-up actions instantly. From creating deal records and sending pre-meeting briefs to assigning tasks and updating pipeline stages, we build the workflows that eliminate the manual steps between scheduling and execution. Our system integrations specialists ensure Calendly talks to every tool your team relies on.
If your team is still manually processing Calendly bookings, our business automation specialists can show you how to turn every scheduled meeting into an automated workflow that prepares your team before the call even starts.
Calendly FAQs
Frequently Asked Questions
Common questions about how Calendly consultants can help with integration and implementation
Can Calendly bookings automatically create CRM records?
How can we route Calendly bookings to different team members?
Can we send automated pre-meeting emails after a Calendly booking?
Is it possible to track Calendly meeting outcomes in our CRM?
Can Calendly integrate with our invoicing or billing system?
What happens when a Calendly meeting is cancelled or rescheduled?
How it works
We work hand-in-hand with you to implement Calendly
As Calendly consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Calendly with integrate and automate 800+ tools.
Step 1
Review Your Scheduling Workflow
We map out how Calendly is used across your organisation — which meeting types exist, who manages them, and what manual steps happen after a booking is confirmed. This reveals the automation opportunities with the biggest payoff.
Step 2
Define Post-Booking Actions
For each meeting type, we establish what should happen automatically when a booking is made. This could include CRM updates, team notifications, document generation, task creation, or payment processing.
Step 3
Configure Routing Logic
We set up rules that route bookings to the right people and trigger the appropriate workflows based on meeting type, booking answers, or other criteria. This ensures each meeting type gets its own tailored automation sequence.
Step 4
Build the Integration Workflows
Our team connects Calendly to your CRM, email platform, project tools, and other systems. We configure the data mappings and automation logic that turn each booking event into a chain of useful actions.
Step 5
Test Every Meeting Type
We book test meetings across every Calendly event type and verify that downstream actions fire correctly — records are created, notifications arrive, documents generate, and data lands in the right fields across all connected systems.
Step 6
Go Live and Monitor
After launching the live integration, we monitor booking flows for the first few weeks to catch any edge cases. We provide your team with clear documentation of every automated workflow and how to request adjustments.
Transform your business with Calendly
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Calendly consultation.