Connect Calendly

Connect your Calendly account and every booking turns into a Yesoma customer, with a logged event and an automatic post-meeting follow-up. Cancellations retire the follow-up; reschedules handle themselves.

What it does

• Booking → customer is created (or matched by email), a "Meeting booked" event is logged on their timeline, and a follow-up is scheduled for after the meeting ends.
• Cancellation → the linked follow-up is retired; a "Meeting canceled" event is logged.
• Reschedule → cancels the old follow-up and creates a fresh one for the new time. No double-handling required.

Set it up

1. Open Settings → Channels → Calendly.
2. In Calendly, go to your account's Integrations & apps → API and webhooks settings and create a Personal Access Token. Copy it.
3. Paste the token into Yesoma and click Connect Calendly.
4. Yesoma registers the booking webhook with Calendly for you. You'll see a Connected badge in the panel.

A couple of notes:

• Calendly's API is on their paid plans — a free Calendly account can't generate a Personal Access Token.
• You have to be a Yesoma owner or admin to connect.
• The connection must be made from the live Yesoma site, not a local dev server (the webhook URL has to be reachable from Calendly).

Choose when the follow-up lands

In the same Calendly panel, pick a follow-up offset: 1 hour, 3 hours, 1 day, or 2 days after the meeting ends. That setting applies to every future booking. You can change it any time.

Test it

Book a meeting on your own Calendly link. Within a minute you should see:

• A new customer in Customers (or an updated record if the invitee is an existing one).
• A "Meeting booked" event on the customer's timeline.
• A new follow-up in Follow-ups, due after the meeting.

Cancel the booking from Calendly and the follow-up retires; the timeline gets a "Meeting canceled" event.

Disconnect

Settings → Channels → Calendly → Disconnect Calendly. Yesoma also removes the webhook subscription from Calendly so no orphan integration is left behind.

Related

• Create and manage follow-ups
• Understand Revenue Impact