Calendly logo + Keap logo

Automate Calendly & Keap

Stop paying for mismatched spreadsheets. Sync data between Calendly and Keap in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Calendly"]
        T1(["Active Scheduled Events Dropdown"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Keap"] A1(["Add a Product to an Invoice"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Calendly and Keap operate independently, critical appointment details can be lost during the manual data entry process. For instance, if a team member schedules a meeting via Calendly, the corresponding contact information and appointment notes must be manually entered into Keap. This not only consumes valuable time but also increases the risk of human error, such as missing important notes or incorrectly entering contact details, leading to miscommunication and follow-up issues for the sales team.

Top Ways to Automate Calendly & Keap

  • Automated Lead Capture: Instantly transfer new leads from Calendly appointments directly into Keap, ensuring that no potential customer slips through the cracks.
  • Streamlined Follow-Up Sequences: Trigger personalized email follow-ups in Keap based on Calendly meeting outcomes, enhancing engagement and nurturing relationships effectively.
  • Real-Time Availability Sync: Automatically update your availability in Calendly based on appointments scheduled in Keap, preventing double bookings and ensuring a smooth scheduling process.

How to Build the Calendly → Keap Sync

  1. In your Calendly account, navigate to the Integrations section and set up a webhook to listen for the 'Invitee Created' event.
  2. Configure the webhook to send a POST request to your server endpoint (e.g., https://your-server.com/webhooks/calendly). The payload will include invitee details such as email, name, and event_type.
  3. On your server, parse the incoming JSON payload to extract the necessary fields: invitee.email, invitee.name, and event.event_type.
  4. Use the Keap REST API to create a new contact by sending a POST request to https://api.keap.com/crm/contacts with the extracted data formatted as JSON in the request body.
  5. Ensure you include the appropriate authentication headers for the Keap API, such as your OAuth access token.

Developer Warnings & API Gotchas

  • Ensure that the email format from Calendly matches the expected format in Keap, as discrepancies can lead to failed contact creation.
  • Be cautious of the event types being sent from Calendly; if they do not match the expected values in Keap, you may end up creating unnecessary or incorrect records.
  • When mapping fields, ensure that you handle any potential null values from Calendly's payload, as missing data can cause the API request to fail.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Calendly... Active Scheduled Events Dropdown
    Do this in Keap Add a Product to an Invoice
  • When this happens in Calendly... Contact Created
    Do this in Keap Create Company
  • When this happens in Calendly... Contact Deleted
    Do this in Keap Create Invoice
  • When this happens in Calendly... Contact Updated
    Do this in Keap Create Note
  • When this happens in Calendly... Event Canceled
    Do this in Keap Create Product

SyncMatrix Experts

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I can see you're looking at mapping Calendly to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?