This article will walk you through connecting your Calendly account to HighLevel calendars. You’ll learn how to authorize access, select which calendars to sync, and update your sync preferences at any time.
TABLE OF CONTENTS
- What is the Calendly Integration?
- Key Benefits of Connecting Calendly
- How to Connect Your Calendly Account
- How to Edit or Update Synced Calendars
- Frequently Asked Questions
What is the Calendly Integration?
The Calendly integration enables HighLevel to automatically import events from your selected Calendly calendars. This allows you to 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 powerful automation and contact management features. Once synced, events flow seamlessly into HighLevel for downstream 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
- Enable automation triggers based on new bookings
How to Connect Your Calendly Account
Setting up the integration is fast and only requires a few clicks. Follow these steps to securely connect your Calendly account and select calendars for syncing.
Access Calendar Settings
Navigate to the Calendars section in the left-hand menu, then click on Calendar Settings in the top-right corner. This is where you’ll manage all calendar connections, including Calendly.
Go to Calendars > Calendar Settings >
Open Connections Tab
Click on the Connections tab at the top to view and manage all integrated calendar accounts. This is where you’ll add, edit, or remove third-party calendars like Calendly.
Add New Integration
Click the + Add New button to start a new calendar connection. This is where you’ll initiate the process to connect your Calendly account with HighLevel.
Select Calendly Option
Find Calendly in the list of calendar providers and click Connect. This begins the authorization process to sync your Calendly events with HighLevel.
Log Into Calendly
Complete the authentication process by logging into your Calendly account and granting access. Enter the email address associated with your Calendly account and click Continue. You can also log in using your Google or Microsoft credentials if linked.
Choose Calendly Calendars
Select the Calendly calendars you want to sync into HighLevel. Only events from these selected calendars will be pulled into your system as appointments.
Approve Sync Access
Check the consent box to allow HighLevel to fetch your Calendly events and related details. Then click Save to complete the sync setup.
We automatically import both upcoming events and past events created within the last 180 days at the time of connecting your Calendly account.
How to Edit or Update Synced Calendars
Edit Calendar Selection
Once connected, your Calendly integration will appear under Connected Calendars. Click the pencil icon to edit which Calendly calendars are synced with HighLevel.
You can easily update your calendar selections if your preferences change or new team calendars are added.
Modify Synced Calendars
Update your calendar selections by checking or unchecking the events you’d like to sync. Only the calendars selected here will continue syncing into HighLevel.
Events from newly selected calendars will begin syncing after you save your changes.
Frequently Asked Questions
Q: Can I connect multiple Calendly accounts to one user?
No. Each user can connect only one Calendly account per subaccount.
Q: Can the same Calendly account be used by multiple users?
No. A single Calendly account cannot be connected to multiple users across different subaccounts.
Q: What plans does this integration support?
Only Standard, Teams, and Enterprise Calendly plans are supported. Free and Essentials plans are not compatible.
Q: What happens if I’m on a trial?
You can connect Calendly during the trial. If you don’t upgrade to a supported plan after the trial ends, the integration will stop working.
Q: Can I edit Calendly events in HighLevel?
No. This is a one-way sync. All event changes must be made inside Calendly.