Calendly is a scheduling automation platform that helps teams book meetings without the back-and-forth. Cargo’s native integration with Calendly allows you to capture booking events and trigger automated workflows based on scheduling activities.
How to set up Calendly
Calendly uses OAuth to establish the connection with Cargo. During connection, you’ll be redirected to Calendly to authorize Cargo.
Once the connector is created, you can:
- Set up Calendly data models — Create data models from Calendly events to trigger Plays based on booking activities.
- Track scheduling events — Monitor when meetings are booked, canceled, or marked as no-shows.
Calendly data models
Cargo allows you to create data models on top of your Calendly events that can be used to trigger Plays and power workflows.
Creating Calendly data models
When creating a Calendly data model, configure which events to track:
| Event Type | Description |
|---|
| Invitee created | A new meeting was booked |
| Invitee canceled | A meeting was canceled by the invitee |
| Invitee no show created | An invitee was marked as a no-show |
| Invitee no show deleted | A no-show status was removed |
You can select multiple event types to track. Each event type will create
records in your data model as they occur.
Event data
Each Calendly event includes:
- Invitee details – Name, email, and any custom questions answered
- Event details – Event type, duration, and scheduled time
- Scheduling info – When the booking was made and by whom
- Status – Current status of the meeting
Best practices
Event selection
Choose which events to track based on your workflow needs:
- Sales teams – Track all events to monitor pipeline activity
- Customer success – Focus on cancellations and no-shows for churn prevention
- Marketing – Track new bookings to measure campaign effectiveness
Data enrichment
Calendly events contain basic invitee information. Enhance your workflows by:
- Looking up the invitee in your CRM for existing context
- Enriching the invitee’s company using domain enrichment
- Scoring the meeting based on invitee attributes
Response time
Calendly events are delivered in real-time. Take advantage of this for:
- Instant Slack notifications for high-priority bookings
- Immediate CRM updates to keep your team informed
- Same-day personalized confirmation emails
