Scheduling

Calendly

New Calendly bookings auto-create leads in RemixCRM.

What you get

When someone books a consultation, discovery call, or any other Calendly event with you, RemixCRM automatically creates a lead with their name, email, and the requested event date. No copy-paste, no missed follow-ups.

Setup

1. Get your webhook URL from RemixCRM

  1. Settings → Integrations → Calendly Integration
  2. The page shows a Your Webhook URL field — copy it. Looks like:
    https://app.remixcrm.com/api/calendly/webhook?org=<your-org-id>
    
    The org query param tells RemixCRM which org's leads to create.

2. Create the webhook in Calendly

  1. Log in at calendly.com
  2. Integrations → Webhooks (under your account, may be called "Webhook subscriptions")
  3. Click New Webhook
  4. Subscriber URL — paste the URL from step 1
  5. Events to subscribe to — check invitee.created
  6. Scope — User or Organization (User is fine for most setups)
  7. Click Create
  8. Calendly displays a Signing Key — copy it

3. Paste the signing key into RemixCRM

  1. Back in RemixCRM Settings → Integrations → Calendly Integration
  2. Paste the Webhook Signing Secret
  3. Save

The signing key is used to verify that incoming webhooks really came from Calendly (HMAC-SHA256 signature check). Requests without a valid signature are rejected.

4. Test

Book a slot on one of your own Calendly event types using a different email. Within a few seconds you should see a new lead in RemixCRM with the name, email, and event date pre-filled.

What gets created

Calendly field RemixCRM lead field
Invitee name first_name + last_name (split on first space)
Invitee email email
Event start time event_date
Event type name notes (e.g. "Came from Calendly: Discovery Call")
(everything else) (logged in notes)

The lead is created in status: 'new'. Convert it to a client (or directly to an event) from the Leads page.

Troubleshooting

Calendly says "webhook signature mismatch" in their delivery logs

The Signing Secret in RemixCRM doesn't match what Calendly generated. Regenerate the webhook in Calendly, copy the new signing key, and update RemixCRM.

Webhook delivered but no lead appeared

Check the org query param in the URL — make sure it matches your actual org ID. Without it the request 404s.

I see leads I don't want — anyone booking a call shows up

That's by design (every booking = a lead). If you want to filter, route the webhook through Zapier/n8n first and only forward certain Calendly event types to RemixCRM's Lead API instead.