Integration

Connect Freshworks CRM to Calendly

When something happens in Freshworks CRM, your agent does the next thing in Calendly. Describe it in plain language and the automation is built, tested on every branch and kept running.

Freshworks CRM6 triggersFreshworks CRM17 actionsCalendly2 triggersCalendly18 actions

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What do you want Freshworks CRM and Calendly to do together?

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Triggers and actions 8 triggers · 35 actions

Trigger
New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create Account
Creates a new sales account in Freshworks CRM.
Action
Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create Contact
Creates a new contact in Freshworks CRM.
Action
Create Deal
Creates a new deal in Freshworks CRM.
Action
Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by Name
Looks up a sales account by name using the lookup endpoint.
Action
Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
Action
Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
Action
Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
Action
Get Account
Retrieves a sales account by ID in Freshworks CRM.
Action
Get Contact
Retrieves a contact by ID in Freshworks CRM.
Action
Get Deal
Retrieves a deal by ID in Freshworks CRM.
Action
Update Contact
Updates an existing contact by ID in Freshworks CRM.
Action
Update Deal
Updates an existing deal by ID in Freshworks CRM.
Trigger
Canceled scheduled event (polling)
Triggers when a scheduled event is canceled.
Trigger
New scheduled event (polling)
Triggers when a new scheduled event is created.
Action
Cancel scheduled event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Create single-use scheduling link
Creates a single-use booking link that allows one person to schedule an event.
Action
Get current user
Returns the authenticated user's profile including name, email, timezone, and scheduling URL.
Action
Get event type
Returns details for the specified event type.
Action
Get invitee
Returns details about a specific invitee for a scheduled event.
Action
Get invitee next scheduled event
Gets the next scheduled event for the invitee specified by their email.
Action
Get scheduled event
Returns details about a specific scheduled event.
Action
Get user availability schedule
Returns details for the specified user availability schedule.
Action
List event invitees
Returns the list of invitees for a scheduled event, optionally filtered by status.
Action
List event type availability schedules
Returns the event type's availability schedules.
Action
List event types
Returns your calendar's event type templates, optionally filtered by scope and active status.
Action
List organization memberships
Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role.
Action
List scheduled events
Returns scheduled events, filterable by scope, status, date range, and invitee email.
Action
List user availability schedules
Returns the user's availability schedules.
Action
List webhook subscriptions
Returns all webhook subscriptions for your organization.
Action
Mark invitee as no-show
Records that an invitee did not attend their scheduled event.
Action
Undo invitee no-show
Removes a no-show marking from an invitee.
Action
Update event type availability schedule
Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host.

Each app on its own

The other way round: Calendly to Freshworks CRM