Integrate Calendly with your TrackFunnels Account

Integrating Calendly with TrackFunnels allows you to see appointemnts attributed to the UTMs you created.

Why you need Calendly Integration?

With this integration, you'll have access to an exclusive Calendly Attribution Dashboard, that'll show you which UTMs contributed to an appointment. If knowing what promotions worked to get users to book an appointment with you, this integration is for you.

Follow these simple steps to integrate.

Steps to follow for integration

1. In your TrackFunnels account, got to Account Settings > Integrations and click on the Integrate button next to Calendly.

   You will be taken to the Calendly Integration screen where you simply have to click 2 buttons (as shown in the screenshot below). Its extremely simple - just follow the instructions on the screen :)

   

   The first button is to connect with your Calendly account - this is needed to check if you have a paid Calendly account. Unfortunately, Calendly offers API integrations to only Paid users.

   The second button is to connect with your Calendly calendar and its automatically enabled if your Calendly account is successfully connected. This button will create the "Webhook API" connection of your TrackFunnels account with your Calendly account. Without this connection, appointments will not be tracked.

   On successful connection, the statuses will be updated as shown below.

   

   You'll also see the "Invitee Created" webhook table underneath.

   Note that currently we're offering connection to only "Invitee Created" which is just API lingo for when an appointment gets booked in your calendar. Any changes or cancellations of an appointment are currently not tracked.

   Note If you have more than 1 Calendar in your organization, all of them are connected with this single webhook and your account will start receiving appointments for them all. But you'll have an option to filter your analysis based on your Calendar/Meeting Name.

2. Once TrackFunnels starts to receive data, you'll see "Active Status" next to the webhook you generated.

   

UTM Parameters for Calendly

In order to get the best out of this integration, make sure that you are passing UTM parameters to all your appointment forms. This is as easy as appending UTM parameters to the your scheduling link. If you are worried about a navigating user that may terminate UTMs from the links, try Calendly's advanced embed .

If you need help with advanced embed, feel free to contact us

Spam Submissions from your Appointment Bookings

We cannot handle your appointment submission settings, so please take steps to make sure there are no spam submissions. All submissions get reported in TrackFunnels because your Webhook will send that data to us.

Selective Submissions

You are able to see all your submissions with specific attributes for UTM parameters in your Calendly Attribution dashboard. You cannot remove any submissions from the table at the moment, but you can search using the search box on top. For any specific requirements, use the "Request a Feature" button at the bottom right corner of your screen from your account.