Calendly Embed & Sync for monday.com Documentation

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Embedding

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AutoSync

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Table of Contents

1. Embed Views
   • Board View
   • Item and Subitem View
   • Dashboard View
   • Changing URL, Width, or Height
2. AutoSync Setup
   • Prerequisites
   • Board Column Setup
   • Authorizing Your Calendly Account
   • Configuring Field Mapping
   • Duplicate Handling
   • Connecting & Testing
   • Saving Your Configuration
3. Sync Log
4. Requirements
5. FAQ
6. Support

Embed Views

Board View

Adding Calendly to Your Board View:

1. Install the Calendly Embed & Sync app from monday.com/marketplace.
2. Navigate to an existing monday board or create a new one.
3. Click Add View.
4. Search for and select the Calendly Embed & Sync app.
5. In your Calendly account, copy the event or scheduling page link.
6. Return to monday.com and open the app.
7. Paste the copied URL into the designated field.
8. Your Calendly scheduling page will now appear directly in your Board View.

Item and Subitem View

Adding Calendly to Your Item or Subitem View:

1. Install the Calendly Embed & Sync app from monday.com/marketplace.
2. Navigate to an existing monday board or create a new one.
3. Click on one of the items or subitems on your board.
4. Click Add View.
5. Search for and select the Calendly Embed & Sync app.
6. In your Calendly account, copy the event or scheduling page link.
7. Return to monday.com and open the app.
8. Paste the copied URL into the designated field.
9. Your Calendly scheduling page will now appear on your Item or Subitem.

Dashboard View

Adding Calendly as a Dashboard Widget:

1. Install the Calendly Embed & Sync app from monday.com/marketplace.
2. Navigate to an existing monday dashboard or create a new one.
3. Click Add Widget.
4. Click More Widgets.
5. Navigate to Installed Apps and click on the Calendly Embed & Sync app.
6. In your Calendly account, copy the event or scheduling page link.
7. Return to monday.com and open the app.
8. Paste the copied URL into the designated field.
9. Your Calendly scheduling page will now appear as a Dashboard Widget.

Changing the URL, Width, or Height

1. Hover over the Calendly app and click the Edit icon in the top-right corner.
2. Input boxes will appear below the embedded view.
3. Enter the new URL, width, or height in the respective fields.
4. Your changes will be applied immediately.

AutoSync Setup

AutoSync automatically creates a new lead on your monday.com board every time someone books a meeting through Calendly. Name, email, phone, meeting date, and event type are all captured and mapped to your board columns - no manual data entry required.

Prerequisites

Before configuring AutoSync, your monday.com board must have the following five columns set up:

Board Column Setup

To add a missing column:

1. Go to your target board.
2. Click the + button to add a new column.
3. Search for the correct column type (for example, search "Phone" to add a phone-type column).
4. Name the column appropriately (for example, "Meeting Date" for the date column).

Tip: The column names you choose will appear in the AutoSync field mapping dropdowns, so use clear, descriptive names.

Authorizing Your Calendly Account

1. Open the Calendly Embed & Sync app on your board.
2. Scroll below the Calendly URL embed section to find the AutoSync feature.
3. Click Authorize to connect your Calendly account.
4. Follow the prompts to complete authorization.

Important: Your Calendly account must be on a Professional tier or higher for AutoSync to work.

Configuring Field Mapping

After authorization, you'll see the AutoSync configuration interface showing your board name, group name, and available fields.

1. Board Name - Automatically detected from the board where the app is installed.
2. Group Name - Select the group within your board where new leads should be created.
3. Map your fields:
   • Name field - Select your Name column
   • Email field - Select your Email column
   • Phone field - Select your Phone column
   • Meeting Date field - Select your Meeting Date column
   • Event Type field - Select your Event Type column

The dropdown options are pulled directly from the columns on your board. Make sure your board has the prerequisite columns set up before mapping.

Duplicate Handling

Choose how AutoSync handles bookings from contacts who have already booked before:

• Skip if event email exists - If an invitee with the same email already exists on the board, the new booking will be skipped. Use this to avoid duplicate entries.
• Create anyway - A new lead entry is created for every booking, regardless of whether the email already exists on the board.

Select the option that best fits your workflow.

Connecting & Testing

1. After completing the field mapping and duplicate settings, click Connect Calendly Account to finalize the connection.
2. Use the Test Connection button to verify everything is configured correctly.
3. If the test passes, your setup is ready to go.
4. If the test fails, double-check your Calendly account tier and field mappings.

Saving Your Configuration

1. Click Save to save all AutoSync configurations.
2. Once saved, you'll see a confirmation that AutoSync is enabled.
3. The app will display which board it is syncing to (for example, "Syncing to Calendly Leads board").

From this point on, every new Calendly booking will automatically create a lead entry on your mapped monday.com board.

Sync Log

AutoSync includes a built-in sync log so you can track every synced booking.

• Navigate to the Log View within the app to see a record of all synced leads.
• Each log entry shows when a lead was synced and the associated booking details.
• You can also go directly to your monday.com board to verify that leads have been created with the correct data in all mapped columns.

Requirements

FAQ

Q: Do I need a paid Calendly plan to use the embed feature?
A: No. The embed feature works with any Calendly plan, including free. You just need a valid Calendly event or scheduling page link.

Q: Do I need a paid Calendly plan for AutoSync?
A: Yes. AutoSync requires a Calendly Professional plan or higher.

Q: How quickly do bookings sync to my board?
A: Bookings typically appear on your monday.com board within a few seconds of being scheduled.

Q: Can I sync to multiple boards?
A: AutoSync is configured per board view. To sync to multiple boards, add the app to each board and configure AutoSync separately.

Q: What happens if I rename my board columns after setting up AutoSync?
A: You may need to re-map your fields in the AutoSync settings if column names change.

Q: Is my data safe?
A: Yes. We are fully GDPR and CCPA compliant. Neither we nor any third parties have access to your information through this app.

Support

Got a question or need help? Reach out through our support form.