Sync Calendly bookings to Easy8 CRM with comments and sales activities

Sync New Calendly Bookings to Easy8 CRM with Comment, Sales Activity, and Outlook Email

Intro/Overview This automation workflow automatically syncs newly scheduled Calendly meetings into Easy8 CRM. When a meeting is booked via Calendly, it finds the associated lead in Easy8 CRM using the invitee’s email address and logs both a comment and a sales activity in the lead’s record. In addition, the workflow sends an email in Microsoft Outlook, ensuring the account manager can check and knows about the meeting.

Ideal for sales teams and customer success managers, this workflow ensures your CRM and calendar stay updated with every new meeting—no manual entry required.

How it works

Calendly Trigger - Watches for invitee.created events (newly booked meetings) - Authenticates with Calendly via OAuth2

Get ID from email - Sends a GET request to Easy8 CRM to search for a lead using the invitee’s email - Extracts the lead ID, required for further CRM actions

Add Comment - Posts a comment to the lead’s record in Easy8 CRM - The comment includes: - Invitee’s full name - Scheduled date/time of the meeting - Meeting description

Sales Activity POST - Creates a new sales activity in Easy8 CRM under the same lead - Includes structured details: - Invitee’s name - Meeting date and time - Description of the meeting