Calendly Odoo CRM Integration
Enterprise Automation Engine & Synchronization Middleware for Odoo v19
Webhook Sync • Lead Routing • Error Queue • Multi-Account Support
info@intechualsolutions.com
+91 92652 33578
WHAT'S NEW IN ADVANCED
Powerful features built on top of the All-In-One foundation
Smart Invitee → Lead Sync
Automatically create CRM leads from Calendly bookings with invitee details and event metadata
Webhook Payload Normalization
Cleans and standardizes incoming JSON payloads to prevent duplicate or missing leads.
Scheduled Lead Creation (Cron)
Background jobs ensure leads are created even if webhook delivery is delayed.
Role‑Based Access Control
Admins manage Calendly API keys and mappings; users only see their assigned leads.
Multi‑Account Calendly Support
Connect multiple Calendly accounts to one Odoo instance with isolated configurations.
Error Queue & Retry
Failed webhook payloads are logged and retried automatically for reliability.
Calendly Integration
Configure Calendly synchronization directly within Odoo CRM.Manage webhook URLs, authentication tokens, and default scheduling preferences.Simplifies automated meeting creation and lead assignment for sales teams.
User Access Management
Displays the list of internal users configured in Odoo CRM.Each record shows login credentials and assigned administrative roles.Helps manage permissions and streamline multi-user collaboration within the system.
Individual User Calendly Configuration
Configure individual Calendly credentials directly within the user profile.Securely store Calendly email, PAT, and organization URIs for personalized synchronization.Ensures that every user has tailored settings for accurate and independent event management.
Calendly Event Dashboard
Displays the Calendly scheduling interface integrated with Odoo CRM.Shows available meeting types, durations, and linked Google Meet options for users.Simplifies event management by enabling direct access to meeting links and scheduling preferences.
Calendly Meeting Booking
Shows the Calendly meeting scheduling interface integrated with Odoo CRM.Users can select meeting duration, enter details, and confirm appointments seamlessly.Enhances client engagement by automating event creation and syncing with calendar tools.
Automated CRM Pipeline Sync
Automatically synchronize all Calendly bookings as new opportunities directly into your Odoo CRM pipeline. Centralize your lead management by ensuring every meeting is tracked, assigned to a salesperson, and listed in real-time. Enhances sales productivity by eliminating manual data entry for incoming meetings.
Comprehensive Lead & Meeting View
View detailed meeting information, attendee notes, and CRM lead data in a unified interface. Keep track of meeting links and assigned salesperson details directly within the opportunity record. Enhances collaboration by displaying the full history of booking activities in the chatter.
Centralized Meeting Overview
Maintain a clear overview of all scheduled meetings in a structured list view. Quickly track essential details like attendees, meeting locations, start/end times, and total duration. Streamline calendar management by consolidating all your team's booked events into one unified dashboard.
Interactive Calendar Scheduling View
Visualize all your upcoming appointments and meetings through an intuitive calendar interface. Easily track and manage daily, weekly, or monthly schedules for better time management. Improve team coordination by viewing meeting distribution across your calendar in real-time.
Detailed Meeting Information Pop-up
Get an instant, detailed view of any scheduled meeting directly from the calendar interface. Easily access key information such as meeting timing, location, participant details, and Google Meet links in one pop-up.
Google Meet Integration
Shows the Google Meet interface launched directly from Odoo CRM's meeting scheduler. Allows users to join or request access to meetings with integrated audio video controls. Streamlines collaboration by connecting Calendly-scheduled events to Google Meet seamlessly.
Comprehensive Meeting Calendar
Displays a full monthly overview of all meetings synced from Calendly into Odoo CRM. Each event shows attendee details, meeting subjects, and organizer information. Provides a unified scheduling interface for efficient team coordination and client management.
Smart automation and scheduling built for Odoo 19
Seamless Calendly Synchronization — Real-time event booking and data syncing.
Automatic Lead Generation — Instantly create new CRM leads from booked meetings.
Multi-User Assignment — Intelligent round-robin or specific salesperson mapping.
Calendar Integration — Automatic creation of Odoo calendar events upon booking.
Webhook Signature Verification — Secure and authenticated data transfer.
Personalized Credential Mapping — Individual PAT and API configuration per user.
Dynamic Meeting Details — Capture attendee notes and info directly in Odoo.
Real-time Chatter Notifications — Instant updates on booking status within the record
Included in Calendly Odoo CRM Integration
Calendly Webhook Integration
CRM Lead Automation
Multi-User Round Robin Assignment
Real-time Chatter Logging
Automated Calendar Event Creation
Individual API/PAT Configuration
Google Meet Link Integration
Secure Webhook Signature Validation
FAQ
It connects Calendly with Odoo CRM, automatically creating leads or meetings whenever a booking occurs. Invitee details, event type, and time are synced directly into Odoo.
(PAT). You just need to generate a PAT from your Calendly account and configure it in Odoo.
When an invitee schedules a meeting, the webhook instantly triggers and creates a CRM lead with attendee name, email, event type, and scheduled time. Cancelled events automatically update or archive the lead
Yes. Each Odoo user can link their own Calendly PAT and scheduling URL. The module supports multi‑user configuration with isolated credentials.
Failed payloads are logged in the Calendly Webhook Log model. You can retry them manually or let the cron job handle automatic re‑processing.
Yes. Fully compatible with Odoo 19 Community and Enterprise. It runs on‑premise installations and supports standard Odoo CRM models.
Only booking metadata — invitee name, email, event type, and timestamps. No sensitive Calendly account data is stored.requirements.
Video Tutorial
Calendly Odoo CRM Integration — Full Demo
Watch complete feature walkthrough on YouTube
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