Calendly
Calendly is one of our most useful integrations for scheduling. By connecting a chatbot to Calendly, builders can let users book meetings directly in the chat without switching apps.
The integration works by linking chatbot flows to a Calendly calendar, so when a user requests a meeting, the chatbot checks availability and shares booking options.
With this setup, scheduling becomes part of the conversation itself—users can pick a time, confirm the meeting, and get reminders automatically, all through the chatbot.
Use Calendly’s API to fetch available time slots for a specific event type, then show those slots in chat. Authenticate with a Personal Access Token or OAuth, call event_type_available_times for a 7-day window, and return the times to the user.
Authenticate Calendly inside your bot (PAT or OAuth), select the event types you want to expose, and set webhook subscriptions so the bot knows when meetings are created or canceled. This process is easier if you use a pre-built Calendly integration (like on Botpress, Landbot, or Intercom).
Calendly sends confirmations automatically (calendar invites or emails), and can also send reminders (email/SMS on paid plans). Your bot can echo the confirmation details and add its own chat reminders if you prefer.
Surface the reschedule/cancel links that Calendly issues for each booking, or direct users to their confirmation email; your webhooks will notify the bot when the event changes so it can update the conversation/CRM.
Collect details in chat (name, email, custom answers) and prefill them into Calendly via link or embed parameters (including answers to invitee questions like a1…a10). This cuts friction and keeps records clean.
The chatbot collects basic details, shows available slots, and passes the user into your scheduling tool to confirm the booking. The bot then shares the confirmation and stores the event details for follow-up.
You connect scheduling to a CRM by syncing booking events. When a meeting is created or changed, the chatbot passes the details—like name, email, and time—into the CRM as a contact record and calendar activity.
