Marketing data · 5 min · reviewed 2026-09-06
How do I connect Calendly to a CRM?
Create a personal access token in Calendly (Integrations → API & webhooks), paste it under Settings → Other keys → Calendly, and every booking is pulled twice an hour and matched to the person who booked.
What you will need
- A Calendly account on a plan with API access (Standard or higher).
- Owner or admin on the organisation whose events you want.
Steps
- 1
Step 1
In Calendly open https://calendly.com/integrations/api_webhooks.
- 2
Step 2
Under Personal access tokens click Generate new token. Name it SalesCrew. Copy the token; it is shown once.
- 3
Step 3
In SalesCrew: Settings → Other keys → Calendly (bookings) → Set key. Paste the token. Save.
- 4
Step 4
Click Test connection. It shows the organisation name the token belongs to.
Common errors
- 401 on Test
- the token was copied with a trailing space, or it was revoked in Calendly.
- Bookings appear for the wrong people
- the token belongs to a personal account, not the organisation. Generate it while signed in as the organisation owner.
- A booking is missing
- the invitee used a different e-mail than the CRM knows. Search by name and merge.
How you know it worked
Book a test slot on your own link. Within 30 minutes it appears on the contact's timeline and in Meetings.
Where this goes in SalesCrew
Settings → Other keys → Calendly → Test connection. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.