Integrate Calendly with Stack Calendars
Learn how to connect your Calendly account with Stack calendars to streamline your scheduling and automate your workflow. This guide will help you authorize access, choose calendars to sync, and update your sync preferences whenever needed.
Table of Contents
- What is the Calendly Integration?
- Key Benefits of Connecting Calendly
- How to Connect Your Calendly Account
- How to Edit or Update Synced Calendars
- Frequently Asked Questions
What is the Calendly Integration?
The Calendly integration allows Stack to automatically import events from your chosen Calendly calendars. This integration enables you to trigger automations, create contacts, and schedule workflows based on real-time bookings. Setting up this integration is essential for syncing your Calendly scheduling activities with your CRM.
Key Benefits of Connecting Calendly
By connecting your Calendly account to Stack, you unlock powerful automation and contact management features. Here’s what you can do:
- Automatically import new appointments into your calendar.
- Create contacts from Calendly bookings.
- Assign appointments to users based on calendar ownership.
- Sync shared or personal Calendly calendars.
- Enable automation triggers based on new bookings.
How to Connect Your Calendly Account
Setting up the integration is quick and requires just a few steps. Follow these instructions to securely connect your Calendly account and select calendars for syncing.
-
Access Calendar Settings
Navigate to the Calendars section from the left-hand menu, then click on Calendar Settings in the top-right corner. Here, you’ll manage all calendar connections, including Calendly. -
Open Connections Tab
Click the Connections tab at the top to view and manage all integrated calendar accounts. -
Add New Integration
Click the + Add New button to begin a new calendar connection. -
Select Calendly Option
Find Calendly in the list of calendar providers and click Connect to start the authorization process. -
Log Into Calendly
Complete the authentication by logging into your Calendly account and granting access. Enter your Calendly email address and click Continue. You can also log in using Google or Microsoft credentials if linked. -
Choose Calendly Calendars
Select the Calendly calendars you wish to sync with Stack. Only events from these calendars will be imported as appointments. -
Approve Sync Access
Check the consent box to allow Stack to fetch your Calendly events and related details, then click Save to complete the setup.
Note: Only events created in the selected calendars after completing the integration will be imported.
How to Edit or Update Synced Calendars
Once connected, your Calendly integration will appear under Connected Calendars. You can easily update your calendar selections if your preferences change or new team calendars are added.
-
Edit Calendar Selection
Click the pencil icon to modify which Calendly calendars are synced with Stack. -
Modify Synced Calendars
Update your calendar selections by checking or unchecking the events you'd like to sync. New selections will begin syncing after you save your changes. Previously deselected calendars will not retroactively sync missed events.
Frequently Asked Questions
Q: Can I connect multiple Calendly accounts to one user?
No, each user can connect only one Calendly account per subaccount.
Q: Can the same Calendly account be used by multiple users?
No, a single Calendly account cannot be connected to multiple users across different subaccounts.
Q: What plans does this integration support?
Only Standard, Teams, and Enterprise Calendly plans are supported. Free and Essentials plans are not compatible.
Q: What happens if I’m on a trial?
You can connect Calendly during the trial. If you don’t upgrade to a supported plan after the trial ends, the integration will stop working.
Q: Can I edit Calendly events in Stack?
No, this is a one-way sync. All event changes must be made inside Calendly.