This article walks you through connecting your Calendly account to your ZipLeads calendars. You'll learn how to authorise access, choose which calendars to sync, and update your sync preferences at any time.
What is the Calendly integration?
The Calendly integration lets ZipLeads automatically import events from the Calendly calendars you select. You can then trigger automations, create contacts and schedule workflows based on real-time bookings. Setting up the integration is the first step in syncing your Calendly scheduling activity with your CRM.
Key benefits of connecting Calendly
Connecting your Calendly account unlocks useful automation and contact management features. Once synced, events flow straight into ZipLeads, ready to use.
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
Use new bookings as automation triggers
How to connect your Calendly account
Setting up the integration is quick and only takes a few clicks. Follow these steps to securely connect your Calendly account and choose calendars to sync.
Open Calendar Settings
Go to the Calendars section in the left-hand menu, then click Calendar Settings in the top-right corner. This is where you manage all your calendar connections, including Calendly.
Go to Calendars > Calendar Settings
Open the Connections tab
Click the Connections tab at the top to see and manage all your connected calendar accounts. This is where you add, edit or remove third-party calendars like Calendly.
Add a new integration
Click the + Add New button to start a new calendar connection. This starts the process of connecting your Calendly account to ZipLeads.
Select Calendly
Find Calendly in the list of calendar providers and click Connect. This starts the authorisation process to sync your Calendly events with ZipLeads.
Log in to Calendly
Log in to your Calendly account and grant access. Enter the email address linked to your Calendly account and click Continue. If your Calendly account is linked to Google or Microsoft, you can log in with those details instead.
Choose your Calendly calendars
Select the Calendly calendars you want to sync into ZipLeads. Only events from the calendars you select will come through as appointments.
Approve sync access
Tick the consent box to allow ZipLeads to fetch your Calendly events and related details. Then click Save to finish setting up the sync.
When you connect your Calendly account, we automatically import upcoming events and past events created within the last 180 days.
Important: Workflows only trigger for future events. Past events imported when you first connect Calendly do not trigger workflows.
Phone number sync (location vs form fields)
ZipLeads can import a guest's phone number from Calendly in more than one way. When there's more than one possible source, you can choose what ZipLeads syncs to the contact profile.
Automatic sync from the meeting location phone number
If the guest's phone number is entered in the Calendly meeting location and there are no phone fields in the Calendly form, ZipLeads automatically syncs that number to the contact.
Mapping screen when phone numbers come from Calendly form fields
If there is a phone number field in the Calendly form (Q&A), ZipLeads shows a mapping screen so you can choose what to sync:
Select a phone value from a form field
Select the meeting location phone field (if there is one)
Choose Do not sync (so no phone number is mapped)
Note: If the selected Calendly calendar or event type has no phone fields (no location phone and no form phone), the phone sync step is skipped. You won't see any prompts or errors.
Shared calendars: If any user changes the phone number sync option, the change applies to every user linked to that calendar.
How to edit or update synced calendars
Edit your calendar selection
Once connected, your Calendly integration appears under Connected Calendars. Click the pencil icon to change which Calendly calendars sync with ZipLeads.
You can update your selection at any time, for example if your preferences change or new team calendars are added.
Change synced calendars
Tick or untick the calendars you'd like to sync. Only the calendars selected here will keep syncing into ZipLeads.
Events from newly selected calendars start syncing after you save your changes.
Note: Calendly calendars can only be added as Conflict Calendars, not as Linked Calendars.
Frequently Asked Questions
Q: Can I connect more than one Calendly account to one user?
No. Each user can connect only one Calendly account in your account.
Q: Can the same Calendly account be used by more than one user?
Yes. A single Calendly account can be connected to multiple users, including users in different accounts.
Q: Which Calendly plans does this integration support?
Only the Standard, Teams and Enterprise Calendly plans are supported. The Free and Essentials plans are not compatible.
Q: What happens if I'm on a Calendly trial?
You can connect Calendly during the trial. If you don't upgrade to a supported plan when the trial ends, the integration will stop working.
Q: Can I edit Calendly events in ZipLeads?
No. This is a one-way sync. All event changes must be made in Calendly.
Q: Can I use my Calendly calendar as a Linked Calendar?
No. Calendly can only be used as a Conflict Calendar. Use Google, Outlook or iCloud as your Linked Calendar to sync appointments across both systems.