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Integrate with Calendly

Last Update: Sep 2024 • Est. Read Time: 2 MIN
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Calendly is an app that lets you save time scheduling meetings by removing the need for the usual back-and-forth you encounter when deciding on a convenient time. The Calendly 2.0 upgrade brings our app up to speed with the latest Calendly API v2, which opens the door for future improvements. New users installing Calendly for the first time as well as existing users can upgrade to version 2.0 and later of the Calendly app using the same steps.

Who can access this feature?
User typesAdmins can set up this integration.


In this article

Prerequisites

Before you begin this integration, you must have:

How does Calendly work with Kustomer?

All meetings scheduled with Calendly are shown within Kustomer in the customer's timeline and as an insight card. Here, you will be able to see meeting information such as, the event name, start and end time, and any answers the meeting participant may have responded to when setting up the meeting.

Do existing users need to upgrade?

Yes. The original version of the Calendly app was built around a version of Calendly's Developer API that is no longer maintained, and which will be retired in the future. The Legacy API v1 was officially deprecated by Calendly with the release of their newer Calendly API v2 which will be required for future improvements.

Calendly has not shared a timeframe for when the legacy API will be fully retired, but when that occurs, older versions of the Calendly app will stop functioning and teams using the outdated app may experience downtime. To avoid future disruptions to your team's integration with Calendly, we recommend you follow this procedure to upgrade to Calendly 2.0 or later at your earliest convenience.

Installing the latest version of the Calendly app

To integrate Calendly with Kustomer, install the Calendly app from within the Kustomer App Directory.

  1. Go to Apps and select Explore Directory.
  2. Search for Calendly in the App Directory, and then select Install.
  3. Select Install if you're a new user, or Upgrade if you're an existing user.
  4. Enter your Calendly API token. You can use an existing personal access token, or generate a new one on Calendly's API & Webhooks Settings page.
  5. Once the installation is complete, select Click to Copy at the bottom of the page to copy the webhook URL. You'll need this Kustomer Hook URL in the next step of the setup process.

Configuring Calendly with Kustomer

After you install the Calendly app, you need to make requests using Postman to get the current user API, and then to create a webhook subscription.

To make the request:

  1. Open Postman.
  2. Using your Calendly API token, send a GET request to https://api.calendly.com/users/me, and copy the and copy the current_organization value from the response.
  3. Send a POST request to https://api.calendly.com/webhook_subscriptions with the following payload entered in the Bodytab:
    {
     "url": "<Kustomer Hook URL>",
     "events": [
       "invitee.canceled",
       "invitee.created"
     ],
     "organization": "<Calendly Organization URL>",
     "scope": "organization"
    }
    Substitute your organization's details into the payload as follows:
    • Kustomer Hook URLthe webhook URL from step 5 in the prior section
    • Calendly Organization URL: the current_organization value from step 2
  4. Select Send to submit the request. If the post was successful, an integer ID is returned.

Now, any meeting created in Calendly will be shown in Kustomer under a customer's timeline and an insight card.