Delivering Leads from Calendly Funnels

If your lead generation agency or advertising funnel uses Calendly to let prospects book consultation times, you can deliver those leads directly into 3i CRM in real time. When a lead books on your Calendly funnel, 3i automatically:

Creates the lead in the agent’s pipeline with status = 'Scheduled'.
Schedules the appointment on the receiving agent’s live calendar agenda.
Intelligently parses your custom questionnaire answers into clean, formatted CRM notes.
Captures the direct video meeting link (Zoom, Google Meet, Teams) and reschedule URLs.

Two Ways Vendors Can Deliver Calendly Leads

Option 1: Forward Raw Calendly Webhook (Zero Code)
Option 2: Dispatch Standard 3i JSON Payload

Direct Event Forwarding

If you want to forward Calendly’s native webhook event directly from your Calendly account without writing custom transformation code:

Webhook URL Format

Because Calendly does not support custom HTTP headers on webhook subscriptions, pass the agent’s x-source-token in the URL path:

POST https://api.3i.life/functions/v1/inbound-lead-gateway/v/<AGENT_GATEWAY_TOKEN>
Content-Type: application/json

(Example: https://api.3i.life/functions/v1/inbound-lead-gateway/v/06515a86-24ba-4952-9d52-670230196826)

Subscribed Events

invitee.created — Dispatched when a prospect books a meeting. 3i creates the lead as Scheduled.
invitee.canceled — Dispatched if a meeting is canceled or rescheduled. 3i updates the record accordingly.

Standard Webhook Dispatch

If your backend or automation platform (Make, n8n, custom worker) already processes your Calendly bookings, format your outbound request to our standard gateway schema:

POST https://api.3i.life/functions/v1/inbound-lead-gateway
Content-Type: application/json
x-source-token: <AGENT_GATEWAY_TOKEN>
Idempotency-Key: <UNIQUE_UUID>

{
  "name": "Marcus Vance",
  "phone": "5125550188",
  "email": "m.vance@example.com",
  "state": "TX",
  "status": "Scheduled",
  "schedule_type": "appointment",
  "scheduled_at": "2026-09-30T18:00:00.000Z",
  "setter_dialer_name": "Calendly Self-Book",
  "notes": "Appointment: 09/30/2026 01:00 PM CDT\nMeeting Link: https://zoom.us/j/9988776655\n------------------------------\nCoverage Goal: $50,000 Final Expense\nExisting Coverage: No",
  "custom_fields": {
    "join_url": "https://zoom.us/j/9988776655",
    "cancel_url": "https://calendly.com/cancellations/ABC",
    "reschedule_url": "https://calendly.com/reschedulings/ABC"
  }
}

How 3i Maps Raw Calendly Webhooks

When a vendor forwards a raw invitee.created event, 3i’s native parser automatically extracts and maps the nested properties:

Calendly Webhook Property	3i CRM Mapping Target	System Behavior
`payload.invitee.name`	`leads.name`	Contact display name. Split names (`first_name` + `last_name`) are also combined.
`payload.invitee.email`	`leads.email`	Primary email address. Lowercased and indexed.
`payload.invitee.text_reminder_number`	`leads.phone`	Primary phone number. Normalized to clean 10-digit format.
`payload.questions_and_answers`	`leads.phone` (fallback)	If `text_reminder_number` is absent, 3i automatically scans questionnaire answers for phone numbers.
`payload.scheduled_event.start_time`	`leads.scheduled_at`	Canonical UTC ISO-8601 appointment timestamp. Populates calendar agenda.
`payload.invitee.timezone`	`leads.appointment_timezone`	IANA timezone (e.g. `America/New_York`).
`payload.scheduled_event.event_memberships[0].user_name`	`leads.setter_dialer_name`	Host name (e.g. `"Calendly: Nicholas Galligan"`).
`payload.scheduled_event.location.join_url`	`leads.custom_fields.join_url`	Direct Zoom, Google Meet, or Teams video room link. One-click button in CRM Lead Drawer.
`payload.invitee.cancel_url`	`leads.custom_fields.cancel_url`	Link for the agent to cancel the booking.
`payload.invitee.reschedule_url`	`leads.custom_fields.reschedule_url`	Link for the agent to reschedule with the lead.
`payload.scheduled_event.name`	`leads.campaign_name`	Event type name (e.g. “15-Minute Consultation”).
`payload.uri` (Invitee URI)	`leads.idempotency_key`	Uniquely stable URI used to prevent duplicate leads on webhook retries within 24h.

Intelligent Q&A Answer Filtering

When prospects complete your Calendly questionnaire, 3i formats their answers into clean, structured notes while filtering out noise:

Underwriting Answers Preserved

Answers like "No" or "None" to critical qualification questions (e.g. “Do you currently have coverage?” or “Any major health conditions?”) are strictly preserved as vital decision data.

Open-Ended Noise Stripped

Answers like "No", "None", or "N/A" to open-ended text prompts (e.g. “Please share anything that will help prepare…”) are automatically discarded to keep agent briefings clean.

Phone Prompts Promoted

Questions asking for contact phone numbers are promoted to the primary phone field and omitted from the notes section to prevent duplication.

Formatted Notes Output in the Agent’s CRM:

CALENDLY APPOINTMENT: 15-Minute Life Insurance Review
Time: 2026-09-30T18:00:00.000Z (America/New_York)
Host: Nicholas Galligan
Join Meeting: https://zoom.us/j/9988776655
Reschedule: https://calendly.com/reschedulings/MNB67890
Cancel: https://calendly.com/cancellations/MNB67890
----------------------------------------
What is your primary coverage goal?
$50,000 Final Expense

Do you currently have coverage?
No

Raw Calendly Webhook Delivery Example

Here is the exact JSON structure Calendly dispatches on invitee.created that 3i ingests natively:

{
  "event": "invitee.created",
  "created_at": "2026-09-22T00:05:00.000000Z",
  "payload": {
    "uri": "https://api.calendly.com/scheduled_events/GBH12345/invitees/MNB67890",
    "name": "Marcus Vance",
    "email": "m.vance@example.com",
    "timezone": "America/New_York",
    "text_reminder_number": "5125550199",
    "cancel_url": "https://calendly.com/cancellations/MNB67890",
    "reschedule_url": "https://calendly.com/reschedulings/MNB67890",
    "questions_and_answers": [
      {
        "question": "What is your primary coverage goal?",
        "answer": "$50,000 Final Expense"
      },
      {
        "question": "Do you currently have coverage?",
        "answer": "No"
      },
      {
        "question": "Please share anything else",
        "answer": "No"
      }
    ],
    "scheduled_event": {
      "uri": "https://api.calendly.com/scheduled_events/GBH12345",
      "name": "15-Minute Life Insurance Review",
      "start_time": "2026-09-30T18:00:00.000000Z",
      "end_time": "2026-09-30T18:15:00.000000Z",
      "location": {
        "type": "zoom_conference",
        "join_url": "https://zoom.us/j/9988776655"
      },
      "event_memberships": [
        {
          "user_name": "Nicholas Galligan",
          "user_email": "nicholas@3i.life"
        }
      ]
    },
    "tracking": {
      "utm_source": "facebook",
      "utm_campaign": "veterans_fe"
    }
  }
}

Pre-Flight Testing for Vendors

Test your Calendly webhook forwarder safely by adding "listen": true to the payload:

cURL

curl -X POST "https://api.3i.life/functions/v1/inbound-lead-gateway/v/YOUR_ASSIGNED_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "event": "invitee.created",
    "listen": true,
    "payload": {
      "uri": "https://api.calendly.com/scheduled_events/TEST1/invitees/TEST2",
      "name": "Calendly Test",
      "email": "calendly.test@example.com",
      "text_reminder_number": "5125550188",
      "timezone": "America/New_York",
      "scheduled_event": {
        "name": "15-Minute Life Review",
        "start_time": "2026-09-30T18:00:00Z"
      }
    }
  }'

Returns HTTP 200 OK:

{
  "success": true,
  "listen": true,
  "message": "Sample received for mapping. Check your Lead Source in the app."
}

Get Started

Lead & Appointment Ingestion

Testing & Observability

Underwriting Engine

Two Ways Vendors Can Deliver Calendly Leads

Direct Event Forwarding

Webhook URL Format

Subscribed Events

Standard Webhook Dispatch

How 3i Maps Raw Calendly Webhooks

Intelligent Q&A Answer Filtering

Formatted Notes Output in the Agent’s CRM:

Raw Calendly Webhook Delivery Example

Pre-Flight Testing for Vendors

​Two Ways Vendors Can Deliver Calendly Leads

​Direct Event Forwarding

​Webhook URL Format

​Subscribed Events

​Standard Webhook Dispatch

​How 3i Maps Raw Calendly Webhooks

​Intelligent Q&A Answer Filtering

​Formatted Notes Output in the Agent’s CRM:

​Raw Calendly Webhook Delivery Example

​Pre-Flight Testing for Vendors

Two Ways Vendors Can Deliver Calendly Leads

Direct Event Forwarding

Webhook URL Format

Subscribed Events

Standard Webhook Dispatch

How 3i Maps Raw Calendly Webhooks

Intelligent Q&A Answer Filtering

Formatted Notes Output in the Agent’s CRM:

Raw Calendly Webhook Delivery Example

Pre-Flight Testing for Vendors