Cal.com

Cal.com is a powerful integration that automatically synchronizes your Cal.com calendar bookings directly into Attio. Keep your customer relationships organized by capturing every meeting, appointment, and scheduled interaction in one centralized location.

When someone books a meeting through your Cal.com calendar, the app instantly creates a corresponding entry in Attio, linking it to the attendee's person record. This ensures your sales, support, and customer success teams always have complete visibility into all scheduled interactions with contacts, prospects, and customers.

The integration works seamlessly in the background, automatically handling booking creation, rescheduling, cancellations, and no-show updates. With customizable field mappings and flexible filtering options, you can tailor the sync to match your team's workflow and data requirements. Whether you're tracking sales calls, customer onboarding sessions, or support consultations, cal.com keeps your CRM up-to-date without any manual data entry.

Cal.com will sync the following data from Cal.com to your Attio CRM:

Booking Events: The integration monitors four key booking events in Cal.com:

• Booking Created: When a new meeting is scheduled, Cal.com creates an entry in your Attio list with all booking details

• Booking Rescheduled: Updates existing entries or creates new ones based on your configuration preferences

• Booking Cancelled: Marks entries as cancelled and captures cancellation reasons

• No Show Updates: Tracks when attendees don't show up to scheduled meetings

Data Synchronized: For each booking, Cal.com captures comprehensive information including:

• Event details: title, description, unique identifier (UID), start and end times, timezone, and location or meeting link

• Attendee information: name, email address, and timezone

• Organizer information: name and email address

• Status tracking: active, pending, cancelled, rescheduled, or no-show

• Additional context: event type ID, form responses from booking questionnaires, cancellation reasons, and reschedule tracking

• Metadata: last updated timestamp

Automatic Person Creation: By default, Cal.com automatically creates person records in Attio for meeting attendees who don't already exist in your CRM, ensuring complete contact coverage. You can disable this feature if you prefer to only sync bookings for existing contacts.

Smart List Management: The integration automatically provisions a dedicated "Cal.com Bookings" list in Attio with all necessary attributes, or you can configure it to use an existing list of your choice. All booking entries are linked to their corresponding person records, making it easy to view a contact's complete meeting history.

Webhook-Based Real-Time Sync: The app uses Cal.com webhooks to receive instant notifications when bookings change, ensuring your Attio CRM is always up-to-date in real-time without polling or manual refreshes.

To get started, connect your Cal.com account by providing your Cal.com API key.

You can create an API key using this link: https://app.cal.com/settings/developer/api-keys

After creating the key, create a connection in your Attio workspace by going to Workspace Settings -> Apps -> Cal.com -> Connection. Click on the Connect button which will show an input field where you can paste the API key created in cal.com

The integration will automatically:

1. Validate your connection by verifying your Cal.com account credentials

2. Set up webhooks to receive real-time booking updates from Cal.com

3. Provision your Attio list by creating a "Cal.com Bookings" list with all required attributes, or you can select an existing list from your workspace

4. Configure field mappings to map Cal.com booking fields to your Attio list attributes (default mappings are provided, but you can customize them)

Customization Options:

• List Selection: Choose which Attio list to store your bookings, or use the automatically created "Cal.com Bookings" list

• Field Mappings: Customize how Cal.com fields map to your Attio list attributes for complete control over data structure

• Auto-Create People: Enable or disable automatic creation of person records for new attendees (enabled by default)

• Reschedule Behavior: Choose whether rescheduled bookings update existing entries or create new entries while marking the original as cancelled

• Filtering: Set up email whitelists to only sync bookings from specific Cal.com users, or event type whitelists to only sync specific meeting types

Once configured, Cal Sync runs automatically in the background, requiring no ongoing maintenance. All booking data is synced in real-time as events occur in your Cal.com calendar.