Connect Calendly to MailNesto
Bookings become meeting tasks for your team, and bookers are tagged for follow-ups.
Calendly and MailNesto, together
A booked call is one of the strongest signals a lead can give. With this connection, each Calendly booking creates a meeting task in MailNesto at the booked time, linked to the person, and tags them “booked-meeting”, so your follow-ups and automations start without anyone copying details across.
Cancellations close the task (marked “Cancelled:”) and reschedules move it to the new time, so the Today list in Sales always reflects what’s really in the diary.
What moves between Calendly and MailNesto
invitee.created events create a meeting task titled with the event name and the guest’s name, at the booked time, with the join link or location in the notes.
A rescheduled booking moves the existing task; invitee.canceled closes it and prefixes the title with “Cancelled:”.
Name and email, the fields last_meeting and last_meeting_at, and the tag booked-meeting plus any tags you choose.
Connect Calendly in a few minutes
- 1
Connect in MailNesto
Open Integrations → Connect an app → Calendly. Leave “Create a meeting task for each booking” on, choose who the tasks are for, set tags, and decide whether your booking page asks for marketing consent. Click Connect and copy the URL.
- 2
Create the webhook subscription
In Calendly (Integrations → API & webhooks, or through Calendly’s API) create a webhook subscription for invitee.created and invitee.canceled pointing at the URL from MailNesto.
- 3
Paste the signing key
Copy the signing key Calendly gives you into the “Webhook signing key” field. It’s optional but means only Calendly can post to your URL.
- 4
Book a test meeting
Book a slot yourself. The task appears under Sales → Tasks at the booked time, and the Activity tab shows “New booking: Discovery call · …”.
What you can do with it
Start an automation on the booked-meeting tag that sends a short “what to expect” email with two questions to think about, so the call starts in the right place.
After the call, move the deal to “Proposal sent”. The Follow up on proposals recipe adds a task after 3 days and sends an “Any questions?” email after 5. A design studio in Ahmedabad might link its portfolio for the industry discussed.
A segment of contacts tagged booked-meeting is a small, warm audience. Send them case studies and event invitations that would be too detailed for your whole list.
Questions about the Calendly integration
Are people who book added to my newsletter?
Only if you turn on “My booking page asks for marketing consent”. Otherwise people already on your list are updated and tagged, and new bookers get a meeting task but aren’t added to your marketing list.
Can I turn off the meeting tasks?
Yes. Switch off “Create a meeting task for each booking” and the connection will only update and tag contacts.
Who gets the tasks?
The team member you choose under “Meeting tasks are for”, or nobody in particular. Reminders follow the task’s due time like any other task.
What happens if a guest reschedules?
The original task is moved to the new time and reopened if needed, so you don’t end up with two tasks for one meeting.