Automate Your Sales Pipeline: Integrating Calendly with ClickUp Using Make

Managing inbound leads shouldn’t be a manual process. At Bijli, we help agencies and businesses build automation-driven workflows that reduce admin time and improve response rates. One of the most impactful automations we’ve built—both for ourselves and for clients—involves integrating Calendly with ClickUp using Make.com.

Whether you’re running discovery calls, demos, or consultations, this setup ensures that every Calendly booking creates a task in ClickUp—with all the lead info, context, and tracking fields filled in automatically.

In this guide, we’ll show you how we built it, the logic behind it, and how you can customize it to fit your pipeline.

Why Integrate Calendly with ClickUp?

Calendly is great at scheduling. ClickUp is great at managing tasks. But by default, there’s no direct bridge between the two.

Manually creating tasks every time someone books a call:

• Wastes time

• Delays follow-ups

• Creates room for error or missed leads

Instead, we use Make.com to automate the entire flow: from Calendly event → to ClickUp task → to sales pipeline visibility.

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What the Final Setup Looks Like

Here’s the end result:

• A lead visits your site and books a consultation using Calendly

• Behind the scenes, Make.com watches for that booking

• It pulls the lead’s details (name, email, company, etc.)

• It creates a fully structured task in ClickUp

• Custom fields like lead temperature, source, and meeting URL are auto-filled

• The task is added to your sales pipeline list and is ready to work

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What You’ll Need

To set this up, you’ll need:

• A Calendly account (with access to webhooks)

• A ClickUp account (Business plan or higher recommended for custom fields)

• A Make.com account

• A pipeline list or folder in ClickUp where new leads will be tracked

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Step-by-Step: Building the Automation in Make.com

1. Create a New Scenario in Make

Start by creating a new scenario and give it a clear name (e.g., “Calendly → ClickUp Pipeline”).

2. Add the Calendly Trigger (Watch Events)

Use the Calendly > Watch Events module. This watches for any new bookings on your calendar.

You’ll create a webhook connection here. In Calendly, select which events will trigger this webhook (e.g., new bookings). Copy the webhook URL from Make and paste it into Calendly.

3. Get Detailed Event Info

After the initial watch module, add a Get Event module to pull more detailed information—such as the guest’s answers to form questions.

4. Add a Router (Optional but Recommended)

If you offer multiple booking types (e.g., "Discovery Call", "Consultation", "Strategy Session"), you can use a Router to create separate flows based on the event name.

Each branch in the router will have a filter to match a specific Calendly event.

5. Create the ClickUp Task

Now it’s time to add a ClickUp > Create Task module in each branch. Configure it to:

• Choose the correct Space, Folder, and List (e.g., “Sales” → “Pipeline”)

• Set the task name dynamically using the lead’s name and company

• Fill in custom fields such as:

  • Email address

  • Company name

  • Lead temperature (e.g., “Warm” by default)

  • Source (e.g., “Calendly Booking”)

  • Meeting URL

  • Submission date

6. Map Form Responses

Calendly’s form responses are stored as an array. Use Make’s get() and map() functions to extract each answer. For example:

{{get(map(2.questions_and_answers; "answer"; "position"; 1); 1)}}

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💬 Want Help Setting This Up?

Whether you want this exact setup or a custom version for your sales process, we can help.📩 Get in touch with us at bijli.org or leave a comment on our YouTube video walkthrough

https://www.youtube.com/watch?v=22AE_8SZqrY

Why We Love This Setup

This automation saves us (and our clients) hours every month. Here’s why:

🔄 Fully Automated Intake

No more manually copying emails or creating tasks.

🧩 Custom Field Mapping

We capture every detail—from lead source to notes—directly from the form.

⚡ Instant Pipeline Visibility

Every booking appears in our ClickUp pipeline in real time.

🔍 Built-in Error Logging

Make.com’s logs let us track every task and troubleshoot issues fast.

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How We Use It at Bijli

We have this automation running live on our own website. When a prospect books a call through our website, the following happens:

• The task is instantly created in our “Pipeline” list in ClickUp

• The lead’s name becomes the task title

• Their answers are mapped into the description

• The task is tagged with “Calendly” and marked as “New Lead”

This makes it easy for our team to triage leads, assign follow-up, and track our funnel over time.

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Extend This Further

Want to build on this setup? Here are a few ideas:

• Trigger Slack or email notifications when a lead books

• Add the lead to a HubSpot or Mailchimp list

• Start a ClickUp workflow based on the type of service they selected

• Use Make to also create a Google Calendar follow-up task

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Final Thoughts

Integrating Calendly with ClickUp isn’t just a “nice-to-have”—it’s a no-brainer if you care about lead management, speed to action, and clean data.

With a little effort upfront using Make.com, you can create a seamless flow that turns meetings into opportunities—and keeps your team focused on closing, not chasing.

At Bijli, we specialize in automating tools like ClickUp, Calendly, Make.com, HubSpot, and more to build smart, scalable workflows for growing teams.