# Calendly + Close integration > Automatically sync scheduled meetings from Calendly into Close CRM so your sales team can focus on closing deals, not entering data. **Canonical page:** https://tray.ai/connectors/calendly-close-integrations/ **Calendly connector:** https://tray.ai/connectors/calendly-integrations/ **Calendly documentation:** https://tray.ai/documentation/connectors/service/calendly **Close connector:** https://tray.ai/connectors/close-integrations/ **Close documentation:** https://tray.ai/documentation/connectors/service/close ## Overview Calendly and Close do two different jobs well. Calendly removes the back-and-forth of scheduling, and Close runs the conversations and follow-ups that turn prospects into customers. When they work in isolation, reps waste time manually logging meetings, creating contacts, and updating deal stages. Connect the two, and every scheduled call shows up in your CRM automatically — with context, lead details, and follow-up tasks already in place. When a prospect books a meeting through Calendly, that's the clearest signal of interest you'll get. Without an integration, that signal gets buried in an inbox while reps scramble to create leads, update pipelines, and set reminders in Close. Connect Calendly to Close via tray.ai, and every new booking automatically creates or updates a contact and lead in Close, logs the meeting, assigns the right owner, and kicks off follow-up sequences — all before the rep picks up the phone. Faster response times, cleaner CRM data, and a sales process that holds up as you grow. Teams that automate this flow see fewer missed follow-ups, better pipeline visibility, and more time actually selling. ## Use cases ### Auto-Create Leads in Close When a Meeting Is Booked on Calendly When a prospect schedules a meeting via Calendly, tray.ai instantly creates a new lead in Close with the invitee's details — name, email, company, phone number, and meeting time. Reps don't need to manually enter anything after a call is booked, so no prospect slips through. - Zero manual data entry for new inbound leads - Leads appear in Close within seconds of a Calendly booking - Consistent lead record format across your entire sales team ### Log Scheduled Meetings as Activities on Existing Close Contacts For prospects already in your Close CRM, tray.ai matches the Calendly invitee's email to an existing contact and logs the scheduled meeting as an upcoming activity. Your CRM timeline stays accurate, and reps walk into every call with full context from previous interactions. - Complete meeting history visible directly in Close - No duplicate contacts created for returning prospects - Reps are fully informed before every call without extra research ### Trigger Close Sequences After a Calendly Meeting Is Booked Automatically enroll a newly booked prospect into a Close email sequence the moment they schedule via Calendly. Whether it's a pre-meeting reminder or a post-call follow-up cadence, tray.ai fires the right communication at the right time without anyone manually pulling the trigger. - Prospects receive timely outreach tied to their meeting - Sales sequences start automatically without rep involvement - Fewer no-shows through automated pre-meeting touchpoints ### Update Close Deal Stages Based on Meeting Type Discovery calls, demos, follow-up meetings — each Calendly event type can automatically move a deal in Close to the right pipeline stage. tray.ai maps each event type to a specific stage, so your pipeline reflects what's actually happening with each opportunity. - Pipeline stages stay accurate without manual updates - Sales managers get real-time visibility into deal progression - Forecasting gets more reliable with automated stage movement ### Assign Close Leads to the Right Rep Based on Calendly Booking Owner When multiple reps share Calendly links or use a round-robin flow, tray.ai automatically assigns the Close lead or deal to the rep who owns that Calendly event. Clean ownership, no disputes, no missed follow-ups. - Leads are always routed to the correct rep automatically - Round-robin bookings map cleanly to CRM ownership - No more disputes over lead assignment or missed follow-ups ### Create Follow-Up Tasks in Close After a Calendly Meeting Ends When a Calendly meeting wraps up, tray.ai automatically creates a follow-up task in Close assigned to the meeting host, with a due date and reminder attached. Action items get captured in the CRM immediately, while the details are still fresh. - Post-meeting tasks created automatically with zero rep effort - Follow-up deadlines are set consistently across the team - No deals stall because of forgotten post-call actions ### Sync Cancellations and Reschedules from Calendly Back to Close When a prospect cancels or reschedules in Calendly, tray.ai updates the activity in Close and can trigger a re-engagement task or sequence. Your CRM stays accurate even when plans change, and reps know to act on warm leads who go cold. - CRM always reflects the current state of every scheduled meeting - Cancelled meetings trigger re-engagement workflows automatically - No ghost meetings cluttering the sales activity timeline in Close ## Templates ### New Calendly Booking → Create Lead in Close Automatically creates a new lead record in Close every time a prospect books through Calendly, pulling all available contact fields from the Calendly invitee data. Connectors used: Calendly, Close ### Calendly Booking → Match or Create Contact and Log Activity in Close Checks whether the Calendly invitee already exists as a contact in Close. If found, logs the meeting as an upcoming activity. If not, creates a new contact and lead before logging the activity. Connectors used: Calendly, Close ### Calendly Demo Booking → Advance Deal Stage in Close When a prospect books a specific Calendly event type (e.g., 'Product Demo'), automatically finds the associated deal in Close and moves it to the 'Demo Scheduled' pipeline stage. Connectors used: Calendly, Close ### Calendly Meeting Completed → Create Follow-Up Task in Close Listens for Calendly meeting end events and automatically creates a follow-up task in Close assigned to the meeting host, with a due date set for the next business day. Connectors used: Calendly, Close ### Calendly Cancellation → Update Close Activity and Trigger Re-Engagement When a Calendly meeting is cancelled, updates the activity status in Close and automatically enrolls the lead in a re-engagement email sequence to recover the opportunity. Connectors used: Calendly, Close ### Round-Robin Calendly Booking → Route and Assign Lead in Close Detects which sales rep owns the Calendly event and creates or updates the Close lead with the correct owner, so round-robin team scheduling flows cleanly into the right rep's pipeline. Connectors used: Calendly, Close ## Challenges Tray.ai solves ### Duplicate Contacts and Leads in Close When prospects book multiple meetings or already have records in Close, a naive integration just creates more duplicates — dirty CRM data, unreliable pipeline reports, reps working off stale information. **How Tray.ai helps:** tray.ai does an email-based lookup in Close before creating any new record. If a match is found, it updates the existing record instead of creating a duplicate, so your CRM stays clean and your reporting stays honest. ### Mapping Different Calendly Event Types to the Right Close Workflows Sales teams run discovery calls, demos, QBRs, and onboarding sessions through Calendly — and each one probably needs a different action in Close. A one-size-fits-all integration ignores that and pushes every booking through the same logic. **How Tray.ai helps:** tray.ai supports conditional branching based on Calendly event type names or IDs. Each event type can trigger a completely different workflow in Close — different lead statuses, different sequences, different pipeline stages — all within a single automated flow. ### Handling Cancellations and Reschedules Without Stale CRM Data When prospects cancel or reschedule through Calendly, those changes rarely make it back into Close automatically. Reps end up with outdated activity logs and no idea which meetings actually happened. **How Tray.ai helps:** tray.ai listens for Calendly cancellation and reschedule webhook events and immediately updates the corresponding activity records in Close, so your CRM timeline stays current and reps know when to act. ### Capturing Custom Calendly Question Responses in Close Calendly booking forms can collect qualification data — budget, company size, use case — but that information usually ends up trapped in email notifications, never making it into Close where reps actually need it before a call. **How Tray.ai helps:** tray.ai extracts custom question responses from the Calendly booking payload and maps them to the right custom fields on the Close lead or contact record, so reps walk into every call with full qualification context already sitting in their CRM. ### Scaling Across Multiple Reps and Calendly Accounts As teams grow, keeping individual Calendly links synced correctly to each rep's Close records turns into a mess that manual processes can't keep up with. **How Tray.ai helps:** tray.ai workflows handle events from organization-wide Calendly accounts and automatically route each booking to the correct Close user based on event host, team membership, or custom routing rules. No per-rep configuration changes needed as your team grows. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/