TormanoBefore you start
Live booking updates need Calendly’s Professional plan or higher. On a lower plan, Tormano will tell you when you try to connect.
Getting your token
In Calendly, go to Integrations & apps > API and webhooks > Personal access tokens, generate a token, and copy it.
Connecting
In Tormano, go to Settings > Integrations > Calendly, paste the token, and click Connect Calendly. Tormano checks it and sets up the connection for you. Owners and admins capture bookings for the whole organization; everyone else captures their own. Your token is stored encrypted.
What happens on each booking
- The person who booked becomes a contact, matched on email, or their existing record is updated.
- A meeting appears on their timeline with the name, time, length, where it happens (Zoom, Google Meet, phone, or in person), the answers to any booking questions, and links to reschedule or cancel.
- Your workflows run, so a booking can notify your team or start a follow-up.
- If they cancel, the meeting is marked canceled.
Removing the integration
Click Disconnect on the same page, and bookings stop arriving.