> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendly

> Connecting your own Calendly account in Leaf360 Mortgage CRM, what happens automatically when someone books, and creating leads from new bookings.

Calendly connects your own Calendly account to Leaf360, so a booking made through your scheduling page can turn straight into a lead, or attach itself to a contact you already have.

## Where it is, and whose connection it is

Open **Settings**, then **Integrations**, and click the **Calendly** card, described there as scheduling, event types and automatic lead creation. See [Integration settings](/mortgage-crm/integration-settings) for how the shelf itself works.

<Note>
  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.
</Note>

**Connect Calendly** sends you through Calendly's own sign in and permission screen. If you would rather not do that, Leaf360 also accepts a personal access token pasted in directly.

## What syncs once you are connected

The **Settings** tab holds a set of switches that decide what a booking actually does:

| Setting                   | What it does                                                              |
| ------------------------- | ------------------------------------------------------------------------- |
| **Sync Scheduled Events** | Automatically imports new Calendly bookings                               |
| **Log to Activity Feed**  | Records each booking on the matching contact or lead's activity timeline  |
| **Auto-create Leads**     | Creates a new lead for anyone who books and is not already in Leaf360     |
| **Auto-assign Leads**     | Assigns a newly created lead to whoever owns the calendar that was booked |
| **Default Lead Source**   | Tags new leads with a source: Calendly, Website, Referral or Other        |
| **Send Reminders**        | Sends reminder notifications ahead of a scheduled meeting                 |

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, when, and a badge reading **In CRM** if that person already matches a Leaf360 record, or **New** if they do not, alongside whether the booking is still scheduled or was 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

<AccordionGroup>
  <Accordion title="A booking does not 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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Bookings are not 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.
  </Accordion>

  <Accordion title="My teammate's Calendly bookings are not in Leaf360">
    Calendly is a personal connection. Each person needs to connect their own account for their bookings to sync.
  </Accordion>
</AccordionGroup>

## Related

* [Sales Pipeline](/mortgage-crm/sales-leads)
* [Integration settings](/mortgage-crm/integration-settings)
* [Contacts](/mortgage-crm/contacts)