WorkspaceCustom integration

Holded Calendly integration

Calendly meetings that create contacts, notes and opportunities in Holded automatically.

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Holded

↔

Calendly

Implementation time · 3-7 días laborables

Diagnosis

The problem

Meetings scheduled in Calendly reach the sales rep's calendar but NOT the CRM/ERP. The rep has to go into Holded, create the contact manually, add a note about the meeting type, and schedule a follow-up. When it is a cold lead who does not book, they are lost in the Calendly form with no traceability.

Proposal

The solution

Calendly is the standard booking tool for sales, support and consulting. Every meeting scheduled via Calendly generates a contact in Holded with the form data, a note with the meeting type and a follow-up trigger. When the meeting ends (or the lead does not show up), Holded reflects the status so the sales rep can act.

Scope

What we automate

Meeting scheduled in Calendly -> Holded contact with the form data
Meeting type (demo, support, discovery) -> tag and note on the contact
Meeting completed -> note updated with the actual duration
No-show recorded in Calendly -> 'no-show' tag on the contact plus follow-up flow
Cancellation -> contact status updated
Paid meetings (Calendly plus Stripe) -> payment recorded automatically in Holded

Architecture

How we build it

Calendly v2 webhooks (invitee.created, invitee.canceled, routing_form_submission). Holded API v2 for contacts and notes. Calendly form custom answers are mapped to configurable Holded fields.

flow.ts

webhook calendly.event

→ queue.enqueue(jobId)

→ worker.handle() // idempotent

→ holded.api.call() // retries with backoff

→ log.emit({ status: 'ok' })

FAQ

Frequently asked questions

Do I need a paid Calendly plan?

Webhooks are available from the Standard plan. The free tier does not expose webhooks. Most companies that sell have Standard or Pro.

Does it support Calendly Routing Forms?

Yes. Routing Form answers are mapped to custom fields on the Holded contact. Useful for pre-meeting lead qualification.

What about paid meetings?

If you use Calendly plus Stripe (Calendly charges at booking time), the payment is reflected in Holded as an issued invoice. If you use Calendly plus PayPal or Calendly plus Square, we support that too.

How is this different from the cross calendly-stripe integration?

calendly-stripe is for SaaS that charge for meetings (typically coaches, consultants). holded-calendly is for companies where Calendly captures leads that are then invoiced differently. They are different flows.

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