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Calendly Integration

Integrating your Calendly appointment calendar on your site with WhatConverts lets you see all of your incoming appointments and their source in your WhatConverts dashboard. You’ll first need a Zapier account to get started.

    Note: If you haven’t added your WhatConverts tracking code to your website, add your tracking script. If you are using the WhatConverts WordPress Plugin, you will want to deactivate the plugin and place your WhatConverts Tracking Code above your Calendly Embed Code.

1Go to the page your Calendly appointment scheduler is on. Right-click and select “Inspect”. Copy the iframe Source URL. Paste the URL to an empty Text file.

Iframe ID

2Paste this code onto the page where your Calendly page is located (replace the Calendly embed code with the copied variables). Make sure to replace TheCopiedIFrameSourceURL with the iframe Source URL from Step 1.

    <iframe id="iframe-website" width="100%" height="800" frameborder="0"></iframe>
    <script type="text/javascript">
    Note: Your WhatConverts Tracking Code must be on the page, above your Calendly code.

Refresh your page and submit a test appointment.

3Go to Zapier and create a zap with “Calendly” as your Trigger app and “Invitee Created” as the Trigger. Connect your Calendly account and click “Continue“. Click “Test & Review and click the gray down arrow to view your test appointment details. Select the “Radio Button” next to the sample appointment. Click “Done“.

4Click “Do this…” and add an Action Step with “WhatConverts” as the Action App and “Create Lead” as the Action. Connect your WhatConverts account.

On the Set up your WhatConverts Lead with the following:

Set up calendly lead

    Lead Type: “Web Form
    Profile: Select your WhatConverts Profile
    Referrer Source: “Tracking UTM Source
    Referrer Medium: “Tracking UTM Medium
    Referrer Campaign: “Tracking UTM Campaign
    Referrer Content: “Tracking UTM Content
    Referrer Keyword: “Tracking UTM Term
    Additional Fields: Add any additional fields that you will want to track

Click “Continue“. Review your information and click “Send Test to WhatConverts“. Click “Finish“. Name and turn your Zap “On“.