Calendly

Connect Calendly so your Inbox shows Meeting booked when someone books time with you, even if your calendar isn't Google.

What GTM does with it

• Shows Meeting booked on a conversation when that person books time with you, with the time beside the conversation and "From Calendly"
• Takes it off when they cancel, and moves it when they reschedule
• Checks your bookings about once a day too, in case Calendly missed telling GTM about one

GTM keeps only the guest's email address and the meeting's start time. Never the title, notes, names or answers to your booking questions.

Connect

1 Open Integrations → Calendly

2 Select Connect

3 Sign in to Calendly and allow access

GTM reads your bookings to show Meeting booked in your Inbox. It never books, cancels or changes them. You don't need to find or paste a key.

Good to know

• Only you can use it. Each teammate connects their own.
• Only meetings you host count, from a day ago to 60 days ahead. An event with more than 15 guests doesn't count.
• It never puts anyone on your board. It only changes what a card that's already there says.
• To let teammates see who you're meeting, turn on Share who I'm meeting with my team in Settings → Your email.
• If Calendly ends access, open Integrations → Calendly and select Reconnect.

Disconnect

In Integrations → Calendly, select Disconnect. GTM stops listening for bookings, and Meeting booked from Calendly comes off your cards. GTM also ends its access in Calendly, so it can't read your bookings again until you reconnect.