Native

Scheduling Integration

OAuth — 2-min setup

Guidez
+ Calendly. Automate Your Onboarding Calls.

Trigger Calendly booking invitations the moment a user activates, requests help, or completes a key milestone — so your CS team books calls at exactly the right time, automatically.

Connect Calendly Free All Integrations

OAuth setup · Included on Starter and above · No extra cost

Event Sync

Every product event flows to Calendly automatically

Pre-mapped events with sensible defaults. Change any mapping in seconds from your Guidez dashboard.

Guidez Event	Calendly Action	Property Updated	Triggers Automation
checklist_completed	Auto-send Calendly "Success Call" invite	Personalized email with booking link	Yes
tour_abandoned (high-value)	Send "Onboarding Help" booking link	Email with targeted CSM calendar	Yes
nps_submitted (≤6)	Send "Recovery Call" Calendly link	Priority calendar with senior CSM	Yes
invitee.created	Trigger onboarding flow pre-call	Pre-meeting Guidez tour for context	Optional
invitee.canceled	Auto-reschedule or send async content	Re-invite or send video tour	Optional
milestone_reached	Optional: QBR / expansion call invite	Expansion opportunity signal	Optional
feature_adopted	Advanced training call trigger	Feature-specific CSM calendar	Optional
banner_clicked (upgrade)	Sales demo calendar link sent	Sales AE Calendly link	Yes

Use Cases

What Guidez + Calendly makes possible

🎯

Activation-Triggered Kickoff Calls

The moment a user completes their onboarding checklist, Guidez automatically sends a Calendly link for a success call — striking at peak engagement when users are most likely to book.

🚨

At-Risk Rescue Calls

When a high-value user abandons a critical flow, Guidez sends a Calendly invite for a 15-minute "quick help" call — with a personalized message so it doesn't feel automated.

💰

Sales Demo Automation

When a trial user clicks your upgrade CTA banner, Guidez automatically sends your sales AE's Calendly link via email — removing the friction between intent and conversation.

📋

Pre-Call Onboarding Flows

When an invitee books a Calendly call, Guidez automatically starts a pre-call product tour — so they arrive at the call already familiar with the basics, and you use the time for high-value discussion.

Automations to Build

Automation templates powered by Guidez events

📅

Success

Checklist completed → Success call booking invite

Trigger: checklist_completed

Action: Send Calendly link via email with personalized message

🆘

Rescue

Tour abandoned → Help call booking (high-value users)

Trigger: tour_abandoned + filter: plan = growth/business

Action: Send CSM Calendly link within 5 minutes

💰

Sales

Upgrade CTA clicked → AE Calendly sent immediately

Trigger: banner_clicked with upgrade_intent

Action: Send sales Calendly via Zapier or native email

Setup Guide

Connect Calendly in minutes. No developers.

Open Settings → Integrations → Calendly

Navigate to your Guidez dashboard. The integration lives in Settings → Integrations. Click Connect next to Calendly.

Authorize via OAuth — no manual API key hunting

You'll be redirected to complete OAuth authorization. Select your account and grant the requested permissions. Redirected back to Guidez instantly.

Choose which events sync — defaults pre-configured. Send a test event.

Events are pre-mapped with sensible defaults. Toggle on the ones you want, configure optional filters, and send a test event — live data appears in Calendly within seconds.

FAQ

Integration questions answered

How does the Guidez Calendly integration work?

Guidez connects to Calendly via OAuth. You configure which Guidez events trigger Calendly booking invitations — e.g., send a success call invite when checklist is completed. Guidez fires the invite automatically with user context.

Can I send different Calendly links to different user segments?

Yes. You can configure Guidez to send different Calendly calendar links based on user attributes — trial users get a sales demo link, activated enterprise users get a CSM success call link.

What happens when a Calendly event is booked or canceled?

Guidez receives invitee.created and invitee.canceled webhooks from Calendly. You can configure Guidez to start a pre-call tour on booking, or send a re-engagement flow on cancellation.

Does the integration cost extra?

No. Calendly integration is included on all paid Guidez plans at no additional cost.

Which Calendly plans are supported?

The Guidez Calendly integration works with Calendly Essentials, Professional, Teams, and Enterprise plans. It requires API access, which is available on Essentials and above.

Connect Guidez to Calendly in minutes.

Start free. Link Calendly in the same session. Your team gets real-time product intelligence without leaving Calendly.

Start Free & Connect Calendly All Integrations

Free forever · OAuth setup · Included on all Starter+ plans

Guidez+ Calendly. Automate Your Onboarding Calls.