Calendly
Freshsales Contacts4 fieldsHow to import Calendly data into Freshsales
Export your Calendly scheduled events and bring those invitees into Freshsales. Maps invitee name, email, and phone to Freshsales's snake_case fields. Freshsales splits phone into Work and Mobile; we map Calendly's Text Reminder Number to Mobile since that's typically the invitee's mobile.
Field-by-field mapping
This is the complete column mapping from Calendly to Freshsales. The left column is the header in your CSV export. The right column is the Freshsales field it should map to.
| Calendly column | Freshsales field | |
|---|---|---|
| Invitee First Name | First Namefirst_name | |
| Invitee Last Name | Last Name*last_name | |
| Invitee Email | Emailemail TransformLowercased and trimmed | |
| Text Reminder Number | Mobile Numbermobile_number Calendly's Text Reminder Number is collected for SMS reminders, so it's typically the invitee's mobile. We map it to Freshsales's mobile_number field. TransformStandardized to international format (+1, +44, etc.) |
Required by Freshsales.
Calendly exports vary based on questions added to event types. The core fields (name, email, phone, event type, time) are consistent.
Columns we don't use
Your Calendly export includes 4 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Freshsales.
- Event Type Name
Freshsales doesn't have a built-in scheduled-event-type field on contacts.
If you need it. Add a custom text field on the Freshsales Contact called Event Type, then re-run this template to map Event Type Name into it.
- Start Date & Time
Freshsales doesn't have a built-in scheduled-event date field on contacts.
If you need it. Add a custom date field on the Freshsales Contact called Scheduled, then re-run this template to map Start Date & Time into it.
- Response 1
Calendly's custom-question responses depend on the booking form. There's no consistent default home on a Freshsales contact.
If you need it. If Response 1 is always the same question (e.g. Company), add a matching field to Freshsales and re-run this template to map it.
- Invitee Time Zone
Freshsales doesn't have a built-in time zone field on contacts.
If you need it. Add a custom text field on the Freshsales Contact called Time Zone, then re-run this template to map it.
Formatting and cleanup
Calendly exports rarely match the format Freshsales expects. Fix these before you import.
- 1.Lowercases and trims email addresses
- 2.Standardizes phone numbers to international format (+1, +44, etc.)
- 3.Renames Calendly columns to Freshsales's snake_case API names
- 4.Maps Text Reminder Number to Freshsales's mobile_number field
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Calendly export and download a clean, import-ready file for Freshsales.
Calendly to Freshsales FAQ
How do I export events from Calendly?
In Calendly, go to your Scheduled Events page, click the export icon, select a date range, and download the CSV.
Why does Text Reminder Number go to mobile_number?
Calendly's Text Reminder Number is the phone number invitees provide to receive SMS reminders, so it's typically their mobile. Freshsales splits phone into Work and Mobile, so we map this column to mobile_number by default.
What if my booking form doesn't ask for a phone number?
Text Reminder Number is blank for invitees who skipped SMS reminders. Those rows still import; the mobile_number field just stays empty for them.
Will this create duplicate contacts in Freshsales?
Freshsales uses email as the unique identifier on contacts. Contacts with matching emails update the existing record. New emails create new contacts.
How do I capture the event details in Freshsales?
The event type and start time don't map to default Freshsales fields. See 'Columns we don't use' below for the custom-field workaround if you need them on the contact record.
