Overview
Source integrates with Calendly.com to track calendar events as conversions. Once integrated, Calendly will push a conversion event into Source anytime a booking is created.
Limitations
Source does not currently "undo" any conversions for canceled or rejected bookings.
The
utm_contentparameter must be unused as Source requires use of it to associate booking with contacts.
Setup
Preconditions
To setup this integration you will need:
A Source account
A calendly.com account
Recommended
Make sure you have integrated your CRM with Calendly as well. This will keep your funnel aligned across all platforms.
Process
Retrieve your cal.com API key
Log into Source then click the gear Settings icon on the left navigation, then scroll down to the Pixel Settings section.
Select
3rd party embedded form, then select the Calendly integration.
You will be redirected to Calendly's website to authorize Source. Once authorized the integration is complete.