Calendly Sync to Attio
Sync Calendly bookings, cancellations, reschedules, no-shows and routing form submissions into Attio. Invitees and guests link to People, and form answers are stored separately.
Setup
You need a Calendly personal access token and Calendly Sync installed in your Attio workspace.
- Install Calendly SyncInstall the app from the Attio app marketplace and open its settings.
- Create a Calendly personal access tokenCreate the token in the Developer / API area of your Calendly account settings.
- Connect CalendlyIn Attio Workspace Connections, click Add Connection, paste the token as plain text and save. The app provisions its lists and subscriptions.
- Choose filtersSet User Email Whitelist and Event Type Whitelist if you want to restrict coverage. Leave both empty to include all users and event types.
- Choose People creationAuto-create People is on by default. Turn it off to link existing People only and skip unknown contacts.
- Save settingsSave to apply filters and People creation settings. New bookings and subscribed events can now sync.
Configuration
- User Email Whitelist: comma-separated Calendly user emails. Only their bookings sync. Empty includes all users.
- Event Type Whitelist: comma-separated event slugs, UUIDs or full URIs. For example,
15min-meeting. Empty includes all event types. - Auto-create People: on by default. Turn off to restrict matching to existing People.
Sync behavior
Events
Bookings create entries, cancellations update status, and no-show changes update the no-show flag. Routing form submissions create their own entries with answers.
Attio lists
- Calendly Booking Events: one entry per booking with event details, payment and tracking context.
- Calendly Answers: one entry per form question and answer, linked to the Person and parent submission.
- Calendly Routing Form Submissions: routing form submissions and their submitter and tracking details.
People matching
The app matches invitees and guests by email before creating People. Auto-create People controls whether unmatched contacts are created or skipped. Captured company information can link People to the corresponding Company.
Reschedules
The original booking is marked canceled and rescheduled. Its answers also become canceled. A new active booking is created, with new answer entries when the form is resubmitted. The original history remains.
Fields
Payment and tracking fields stay blank when Calendly does not supply them.
| Group | Fields |
|---|---|
| Event details | Event name, Start time, End time, Timezone, Location, Status (active / canceled) |
| Invitee | Email, Name, Timezone |
| Payment (when present) | Provider (Stripe, PayPal, etc.), Amount, Currency, Success status |
| Guests | Linked Person records for every guest on the booking |
| Tracking | Reschedule flag, No-show status, UTM parameters from the booking link |
| Reference | Calendly event URI, Calendly invitee URI |
Calendly Answers
- Question text
- Question key
- Answer value and type
- Source (event booking form)
- Link back to the parent Calendly Booking Events entry
- Link to the Person record the answer belongs to
- Event context: event name, start time, status
Limitations
- The sync runs from Calendly to Attio. Edits in Attio do not change a Calendly booking.
- Events do not update Attio's native Last Interaction field or activity stream.
- Webhook delivery can be delayed. Verify significantly delayed events against the Calendly booking.
Troubleshooting
A booking is missing
Check the owner email and event type against the two whitelist settings. If Auto-create People is off, unknown invitees and guests are skipped.
A rescheduled booking appears twice
This is expected. The canceled original and active replacement are kept as separate entries. Filter by status to show active bookings only.