Calendly and Cal.com

Connect Calendly or Cal.com so a booked call marks the person as Meeting, stops their follow-ups and counts in Reports.

Connect your calendar so B2B Signals knows when someone books a call with you. The person moves to the Meeting stage, their campaign stops writing to them, and the meeting counts in Reports.

Data moves one way: from your calendar to B2B Signals. We never change your calendar or your bookings.

Before you start

• You are the workspace owner or an admin. For others, Connect calendar is greyed out.
• Calendly: a paid Calendly plan, and a personal access token. In Calendly, open Integrations, then API and webhooks, and make a personal access token.
• Cal.com: your booking link, and access to Settings in Cal.com to add a webhook.

You can connect one calendar for the whole workspace.

Connect Calendly

1. Open the calendar card

   Open Settings, then Integrations. On the Calendly or Cal.com card, press Connect calendar.

2. Pick Calendly and paste your token

   Press Calendly, then paste your token into Calendly token.

3. Add your booking link if you want

   Booking link (optional) is the link people use to book you. Leave it empty to use your Calendly scheduling link.

4. Connect

   Press Connect. You see “Calendly is connected.”

That’s all for Calendly. We set up the link with Calendly for you.

If Calendly refuses, the answer says why. A free Calendly plan can’t be connected. A token without permission to manage webhooks can’t be connected either: make a new token in Calendly.

Connect Cal.com

1. Open the calendar card

   Open Settings, then Integrations. On the Calendly or Cal.com card, press Connect calendar.

2. Pick Cal.com and add your link

   Press Cal.com, then paste your Booking link, the link people use to book a call with you. Press Connect.

3. Copy the address and the secret

   You see “One more step in Cal.com.” Copy the Webhook address and the Signing secret. We show the secret once.

4. Add a webhook in Cal.com

   In Cal.com, open Settings, then Developer, then Webhooks. Add a webhook with that address and secret.

5. Pick three events

   Under Events to pick we list them: BOOKING_CREATED, BOOKING_RESCHEDULED and BOOKING_CANCELLED. Pick these in Cal.com, save, then press Done.

If you close the window before you copy the secret, you can’t see it again. Disconnect the calendar and connect it again to get a new one.

What happens when someone books

We match the booking to a person in your workspace by the email they book with.

Event	What we do
Someone books, or moves a booking	The person moves to Meeting, unless they’re already Won or Lost. Their running campaigns stop writing to them. The meeting counts in Reports. Your webhooks get the lead.meeting_booked event
Someone cancels	We note the cancellation on the person. Their stage stays Meeting, and their campaigns don’t restart
The email matches nobody in your workspace	We keep the booking but change nothing. No new person is added

A campaign that already paused for this person because they replied stays as it is.

The match uses the person’s email in B2B Signals. If you don’t have their email, or they book with another one, the booking doesn’t reach them. You can add an email on their page.

Use your link in messages

Your booking link fills the {calendar_link} variable in campaign messages. See Steps and messages.

Check that it works

The card shows the calendar, “whole workspace”, and your link. It says Last booking with the date, or “Connected · no bookings yet”.

If it says “It stopped working. Disconnect it and connect again.”, do that. For Calendly, check that your token and paid plan are still active.

To change the link, press Change link.

Disconnect

Press Disconnect on the calendar row and confirm. Bookings stop showing up here and stop ending a sequence. Calls already booked stay in your calendar. For Calendly, we also remove the link we set up there. For Cal.com, delete the webhook in Cal.com yourself.

To switch between Calendly and Cal.com, disconnect the one you have first. You see “A calendar is already connected… Remove it first.” if you don’t.

Stages

What Meeting and the other stages mean.

Reports

Where booked meetings count.

Webhooks

Get told when a meeting is booked.

Integrations overview

Every tool you can connect.