Calendly

Price

60 UAH/mo

For

services

Required modules

Calendar, Clients

What it does

Calendly bookings show up in the anyCRM calendar, the client is created on its own, and a cancellation in Calendly cancels the visit.

What you need

• Calendly Standard or higher: the free plan has no webhooks.

Where to get the keys

1. Sign in to Calendly.
2. Open Integrations & apps → API and webhooks → Personal access tokens.
3. Press Generate new token and copy it.

Connecting in anyCRM

1. Open Modules in anyCRM, find “Calendly” and press Enable.
2. Go to the module’s page in the side panel and press Connect.
3. Fill in the fields and press Save:
   • Title — how the account is labelled in anyCRM (optional)
   • Token
4. The account appears in the list with a green tick. An error, if any, shows in red under its name.

After connecting

• New bookings and cancellations arrive by themselves: nothing else to set up.
• The meeting name, length and answers to the form’s questions go into the visit’s notes.
• With Google Calendar connected, the visit shows up there too.

Good to know

• The phone comes from the SMS reminder number or an answer to a question: add a phone question in Calendly so clients are matched by number. Without a phone, the client is matched by email.
• Disconnecting the module removes the Calendly subscription on its own.