--- title: "Connect Calendly" description: "Turn every Calendly booking into a lead in Boxly" url: https://help.boxly.ai/en/articles/10182823-connect-calendly collection: "Getting leads in - Channel Connections" updated: 2026-11-10 language: en --- # Connect Calendly Turn every Calendly booking into a lead in Boxly If your patients or customers book consultations or calls through Calendly, you can now connect Calendly straight to Boxly. Every booking comes into Boxly automatically, so your team can see who has booked, when and where they came from, without switching between systems. ## **Benefits of connecting Calendly to Boxly** ✅ **Every booking in one place** – bookings arrive in Boxly alongside all your other leads. ✅ **No duplicate leads** – if the person is already a lead, the booking is added to their existing conversation. ✅ **See the appointment at a glance** – the next Calendly appointment date shows on the lead card. ✅ **Know where bookings come from** – lead sources and UTM tracking are captured automatically. ✅ **Automate what happens next** – send new bookings to the right Box and stage with automations. **Before you start** > **Info:** **You'll need:** > **Team Admin** access in Boxly > A **paid Calendly plan** (Standard, Teams or Enterprise) > Your Calendly login details. ### **How to connect Calendly** 1. Go to **Channels** in Boxly. 2. Find **Calendly** under the lead channels list and click **Connect with Calendly**. 3. You'll be taken to Calendly. Log in and click to **authorise** the connection with Boxly. 4. Once connected, you'll be brought back to Boxly and Calendly will appear in your connected channels. ![The Lead Channels screen shows a grid of nine messaging, social media, phone, email, and scheduling integrations, with a PMS Integrations tab. Visible: Lead Channels, PMS Integrations, Facebook Pages, Instagram Accounts, Facebook Lead Ads, Send and receive SMS.](https://staticfiles.gleap.io/ghelparticle/dS0k3GP8rrWygbJK3d5bMPUvaqdqesoGz3CbV0qrRvd1hV1qXNcsgIMbznqs3gyG98PEY1DgALM.gif) ### **Choose which events come into Boxly** Once connected, Boxly shows all your active Calendly events in the **Events** tab of your Calendly channel. If you don’t see your events, click **Sync Calendly Events**. ✅ **Toggle on** each event you want to receive leads from ✅ **Toggle off** any event you don’t want coming into Boxly, such as internal meetings ✅ Choose a **Location** for each event. ![](https://staticfiles.gleap.io/ghelparticle/2xx0uY32W9yPODgbaUITLW5peOGSaplKbTfvs9XbfwIrq7G6IWWPF794fXzPn8TX1jk28HlRlU0.gif) ### **What happens when someone books** **If the person is new to Boxly** A new lead is created automatically. The details they enter on your Calendly booking form, such as their name, email and phone number, are added to the lead's contact details. **If the person is already a lead in Boxly** Boxly checks for an existing lead with the same email address or phone number. If it finds one, the booking is added to that lead's conversation instead of creating a duplicate. **In the lead's conversation you'll see:** - The **event name** - The **appointment date and time**, shown in your business's timezone - The **location** of the appointment - The **answers** to your booking questions - Any **UTM parameters** from the booking link ![An event submission details panel shows a free Invisalign consultation, its start time, timezone, location, improvement goal, campaign data, and submission page. Visible: + Value, London, Event Name, Free Invisalign Consultation, Start Time, Thursday, 15 October 2026 at 10:30 AM (BST).](https://staticfiles.gleap.io/ghelparticle/yGta09Yqc4aKIn2Y1z92WBrvzhRJ9upUAp9tNlzdAtWHIxzzEkqHVMUFq3GeJ2JJrMbAxjNthEN.png) **On the lead card**, you'll see the lead's **next Calendly appointment date**, so you don't need to open the lead to check when they've booked. ![A card for Emily Clarke shows £0, a Calendly entry dated 15 Oct 2026 with Hannah Wright, and a London location. Visible: Emily Clarke, £0, 15 Oct 2026, Calendly, Hannah Wright, London.](https://staticfiles.gleap.io/ghelparticle/DgVhSKWiA7fgnAuw6k1uCDFI8XgHIfrZzQCmpxRVQ5kr1DZWVtzIZ6BH3ImPqQVsPLa1Bi8RAU0.png) **Move existing leads to the right stage automatically** If someone who is already a lead books through Calendly, Boxly can move them to the right stage for you. ✅ Go to your **Calendly channel** → **Milestones**✅ Next to each event, choose a milestone, for example **Consultation Booked** Now, when an existing lead books that event, Boxly moves them to the matching stage in their Box. > **Info:** **Good to know:** The lead stays in the same Box. Boxly only moves leads forward, never back. If the patient later cancels, you’ll see it in **Things To Do**. ### **Automate what happens next** You can use automations to decide what happens to new leads that come in through Calendly. ✅ **Channel automations** – go to your **Calendly channel** → **Automations** and choose **Any event** or **specific events**. For example, send every "Free Invisalign Consultation" booking to your Invisalign Box, in the Consultation Booked stage. ✅ **Box automations and workflows** – Calendly is available as a channel, so you can target Calendly leads in your follow-up sequences just like any other channel. ![The Channels Automations screen shows a Calendly automation named “Move Invisalign bookings to the Invisalign Box,” triggered by the selected Free Invisalign Consultation event. Visible: Channels, All Channels, Calendly, Events, Automations, Milestones.](https://staticfiles.gleap.io/ghelparticle/9sicS2AcPDeAmzORZ8l4yaAccuIagbN6jurYYANLWAc4aVuOmcurcKxa2l1z2HFxTxZvHJzatIU.png) New to automations? Read [Channel Automations](https://help.boxly.ai/en/articles/7229111-channel-automations.md) and [Box automations](https://help.boxly.ai/en/articles/7228547-box-automations.md). **Track where your bookings come from** Every booking comes into Boxly with **Calendly** as its lead source, so you don’t need to set anything up. If someone books from an ad or email campaign, Boxly can show you exactly where they came from. Just add tracking codes (called UTM parameters) to the end of your Calendly link before you use it in the ad or email. Your marketing agency can do this for you. **Example:** [https://calendly.com/yourpractice/consultation?utm\_source=facebook&utm\_medium=paid&utm\_campaign=invisalign\_october](https://calendly.com/yourpractice/consultation?utm_source=facebook&utm_medium=paid&utm_campaign=invisalign_october)  Read more about Lead Sources. [ Lead Sources Track where your leads are coming from ](https://help.boxly.ai/en/articles/10182693-lead-sources.md) > **Success:** **Already using Calendly through Zapier?** > Once you've connected Calendly directly, switch off your Calendly Zap so bookings aren't added to Boxly twice. > See [Create or Update a Lead in Boxly Using Zapier](https://help.boxly.ai/en/articles/10182725-create-or-update-a-lead-in-boxly-using-zapier.md). ### **FAQs** **Will Calendly create duplicate leads?** No. If a lead with the same email address or phone number already exists, the booking is added to their existing conversation. **Why is a phone number missing from my Calendly lead?** Boxly can only add the details your booking form collects. Add a phone number question to your Calendly event if you'd like it on the lead. **Why is the appointment time different from Calendly?** Boxly shows appointment times in your business's timezone. Check your timezone is set correctly in your Boxly account settings. **Can I stop some events coming into Boxly?** Yes. Go to your Calendly channel → **Events** and toggle off any event you don't want. **Related articles** [ Channel Automations Send emails, SMS, message and move leads automatically when they come in ](https://help.boxly.ai/en/articles/7229111-channel-automations.md)[ Box automations Automate receptive, time consuming processes ](https://help.boxly.ai/en/articles/7228547-box-automations.md)[ Card Design Design the perfect lead card ](https://help.boxly.ai/en/articles/7228555-card-design.md)[ Create or Update a Lead in Boxly Using Zapier Use Zapier to automatically update an existing lead or create a new one ](https://help.boxly.ai/en/articles/10182725-create-or-update-a-lead-in-boxly-using-zapier.md) Boxly is here to help you work smarter, not harder, let's keep streamlining your lead management together! Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any further help.