Connect Calendly

Calendly is one of the most common lead capture tools we see. If you run ads that send people to a Calendly booking page, this guide is for you.

By the end, every Calendly booking will flow into Converly as a conversion, ready to send to Google Ads, Meta, or anywhere else you need it.

Before you start: you need admin access to your Calendly account, and Converly installed on your site.

Step 1: Create a flow

A flow is the rule that turns a Calendly booking into a conversion. Click Flows in the left sidebar, then Create New Flow, and give it a name like "Demo bookings".

You land in the flow builder. It is empty for now. Click Add Trigger to choose what starts this flow.

The empty flow builder showing the Add A Trigger panel and an Add Trigger button — A new flow, before a trigger is added.

Step 2: Choose Calendly

A panel slides in from the right listing every lead capture tool Converly supports, grouped by type. Calendly is under the scheduling tools.

Click Calendly. If you do not see it straight away, scroll the panel or use the search box at the top.

The trigger panel listing supported tools, with Calendly visible — Pick Calendly from the list of trigger sources.

Step 3: Connect your Calendly account

The first time you use Calendly, Converly asks you to connect it. This is what lets Converly see your bookings and the details of who booked.

Click Connect Calendly. A Calendly window opens and asks you to authorize Converly. Sign in if needed, then approve it. The window closes and you come back here, now connected.

The Connect Calendly screen with a Connect Calendly button — Connecting is a one time step. After this, Calendly stays connected for every flow.

Connect the right account

Authorize the Calendly account your bookings actually run through. A common mistake is connecting a personal account when the team account takes the bookings. If that happens, reconnect and choose the correct account.

Step 4: Choose which bookings count

Now you decide which Calendly bookings should fire a conversion.

By default the dropdown is set to Always trigger this conversion flow, which counts every booking. To only count certain meetings, change it to A specific event type is selected, then tick the event types that matter.

For example, if you only want a conversion when someone books a real sales demo, tick Product demo and leave the others unticked. A short intro call will then be ignored. You can tick more than one.

The conditions view with event types listed as checkboxes — Only fire on the bookings that matter to your ad reporting.

When you are happy, click Set trigger.

What happens next

A trigger on its own does not send anything yet. Next you add one or more destinations (Google Ads, Meta, and so on) and publish the flow. See Building a flow for that part.

If bookings are not showing up later, check that the right event types are still ticked on the trigger, that the flow is set to Active rather than Draft, and that Calendly is still connected on the Integrations tab under Settings.