👋 Start Here
The Calendly integration works whether Calendly is embedded on your website or hosted on a Calendly URL. However, there are a few important requirements to ensure proper tracking:
Calendly Hosted Pages:
If your Calendly link directs to a Calendly-hosted page, you cannot send traffic directly to it.
Instead, link to the Calendly page through a button or link on your website where the Cometly Pixel is installed. This ensures the pixel tracks the start of the user's journey.
Thank You Page Requirements:
Calendly does not allow pixel placement on their hosted pages. To complete the tracking journey, you must redirect users to a thank you page after they schedule a meeting.
The Cometly Pixel must be installed on this thank you page to capture key event details like email, first name, last name, and phone number, which are passed as URL parameters.
Passing Event Details:
The integration works by redirecting users to a thank you page where the Cometly Pixel automatically captures the event details from the URL parameters.
This article explains how to configure Calendly to pass event details to the thank you page.
Cometly Pixel For Calendly Integration:
Ensure the Cometly Pixel is installed on your website and thank you page.
Step 1: Install Cometly Pixel
Install the Cometly Pixel on every page of your website the <head> tags. Ensure the Cometly Pixel is installed on the thank you page.
Step 2: Activate Calendly in Cometly
In your Cometly account, navigate to the Integrations page in your Cometly space and scroll down to the Connections section.
Click Add Integration
Select Calendly as your integration and click Next
Activate Calendly integration
Step 3: Configure Calendly event type
Inside Calendly, navigate to the event type that is embedded on the landing page in your funnel.
Click on the Confirmation Page
Click Redirect to an external site
Important: The confirmation page must redirect to an external site where the Cometly Pixel is installed. The Cometly Pixel will capture key event details like email, first name, last name, and phone number, which are passed as URL parameters.
Enter in your thank you page that you want the prospect to redirect to after successfully booking a meeting.
Ensure you have the checkbox checked for 'Pass event details to your redirected page'.
Click Save & Close
Step 4: Send event from Calendly to Cometly
With Zapier, you can automate the process of sending events to Cometly every time a new meeting is booked in Calendly. For more information on Cometly's Zapier integration, please view this article.
Follow these steps to set it up:
Create a Zap
Log in to your Zapier account and click Create Zap.
Set Calendly as the Trigger
Choose Calendly as the trigger app.
Select the trigger event Invitee Created (this triggers when a new meeting is booked).
Connect your Calendly account to Zapier and test the trigger to ensure data is being pulled correctly.
Add Cometly as the Action
Select Cometly as the action app.
Choose the action event Send Event.
Map the fields from Calendly to Cometly, such as:
Email: Invitee's email address.
Event Name: Use a relevant name like "New Meeting Booked."
Event Time: Use the meeting date and time from Calendly.
Add any additional fields relevant to your workflow.
Test and Activate
Test the Zap to ensure the data is being sent to Cometly correctly.
Once confirmed, turn on the Zap to enable live event tracking.
With this setup, every time a meeting is booked in Calendly, an event will automatically be sent to Cometly, keeping your tracking accurate and up to date.