Where to find it, and whose connection it uses
Open Settings, then Integrations, and click the Calendly card, described there as scheduling, event types and automatic lead creation. See Integration settings for how the shelf itself works.Calendly is a personal connection, the same as Zoom. Each person connects their own Calendly account, and disconnecting yours has no effect on anyone else’s.
What syncs once you’re connected
The Settings tab holds a set of switches that decide what a booking actually does:
Changes on this tab are held until you click Save Settings.
Your event types and recent bookings
The Events tab lists your Calendly event types with their name, length and whether each is active, and below that, your recent bookings. Each booking shows who booked and when. You’ll notice a badge reading In CRM if that person’s already in your database, or New if they aren’t. It also tells you whether the booking is still on or got canceled.Real time updates
The Webhook tab has its own switch, Enable Webhook, which asks Calendly to notify Leaf360 the moment someone books or cancels rather than waiting for the next sync. Turning it on shows a web address to paste into your Calendly account’s own webhook settings.Disconnecting
Disconnect, on the main panel, asks you to confirm before it removes your Calendly connection. Like connecting, it only affects your own account.Common problems
A booking doesn't show up as a lead
A booking doesn't show up as a lead
Check that both Sync Scheduled Events and Auto-create Leads are switched on, on the Settings tab, and that Save Settings was clicked after turning them on.
New leads are landing with the wrong source
New leads are landing with the wrong source
Check Default Lead Source on the Settings tab. Every booking that creates a lead is tagged with whichever source is selected there.
Bookings aren't appearing instantly
Bookings aren't appearing instantly
Turn on Enable Webhook on the Webhook tab, and make sure the web address shown there has been added in your Calendly account’s own webhook settings.
My teammate's Calendly bookings aren't in Leaf360
My teammate's Calendly bookings aren't in Leaf360
Calendly is a personal connection. Each person needs to connect their own account for their bookings to sync.