Calendly activities and attributes

Overview

This page lists all default Calendly activities that are added to your Ortto account after integrating Ortto with Calendly as a new data source.

Accessing calendly activities

To access calendly activities, go to CDP > Activities > All > Calendly.


View Calendly activity details

To see Calendly activity in Ortto:

  1. Go to CDP > Activities > All > Calendly.
  2. Look for the following activity types:
    • Created event – when someone books a meeting
    • Rescheduled event – when a meeting is rescheduled
    • Cancelled event – when a meeting is cancelled

These activities are triggered when invitees take action in Calendly and are automatically synced with Ortto.

TIP: Use the All dropdown and select Calendly to limit the activity list to show the Calendly activities.



To see more information about a Calendly activity in Ortto:

  1. Click on a Calendly activity.
  2. At the top, select the Activity feed tab.
  3. Find the event you're interested in.
  4. Click Show details.

You’ll see details like the invitee’s name, event type, time, and any answers to questions you set up in Calendly when booking.


Created event, rescheduled event, cancelled event

When someone books, reschedules, or cancels a meeting in Calendly, the following activities appear in Ortto:

  • Created event – meeting booked
  • Rescheduled event – meeting rescheduled
  • Cancelled event – meeting cancelled

Each activity includes details about the invitee and the event.

Attribute

Field type

Description

Cancel Reason

Text

The reason for the cancellation.

Cancel URL

Link

The reference to cancel the event for the invitee.

Cancelled By

Text

The name of the person who cancelled the event.

Canceller Type

Text

Indicates the role of the person who cancelled the event, either host or invitee.

Created at

Time and date

The time and date the event was created in Calendly.

Duration

Time and date

The length of sessions booked for the event type.

End Time

Time and date

The date and time the event is scheduled to end in UTC time.

Event Type Name

Text

The name for the event type.

Event URI

Link

A unique (Canonical) Calendly reference for the event.

First Name

Text

The first name for the person.

Guests

Text list

A list of the additional guests invited by the invitee.

Host

Text list

The list of hosts for the event.

Host Email

Text list

The list of email addresses for the hosts for the event.

Internal Note

Text

The note which may have been associated with the event type.

Invitee Email

Email

The email address for the invitee.

Invitee URI

Link

A unique (Canonical) Calendly reference for the invitee.

Last Name

Text

The last name for the person.

Location

Text

The description of the location, or number for the inbound out bound call.

Location Join URL

Link

The link to Join the event.

Location Type

Text

The type of location to be used for the event, such as In person meeting, Google conference, Zoom conference, etc.

Location Status

Text

The current status of the location type, used for online conference events.

Meeting Kind

Text

The indicator to show if an event is solo or group.

Meeting Pooling Type

Text

The indicator to show if the event type is round robin (alternates between hosts), collective (invitees pick a time where all participants are available), or null (no consideration is given to participant availability).

Name

Text

The full name for the person.

New Invitee

Text

The reference for the new invitee instance that is rescheduled to.

Old Invitee

Text

The reference for the old invitee instance that was rescheduled from.

Questions and Answers

Object

The list of questions and answers.

Rescheduled

Boolean

Indicates if the person has rescheduled the event in Calendly.

Rescheduled URL

Link

The URL to reschedule the event for the invitee.

Start Time

Time and date

The date and time the event is scheduled to start in UTC time.

Status

Text

Shows if the event is active or cancelled.

Text reminder number

Text

The phone number used when sending text reminders to the person.

Timezone

Text

The timezone for the event, Calendly gives this field as a timezone offset.

Updated at

Time and date

The time and date the event was last updated in Calendly.

UTM Tracking Campaign

Text

The Calendly UTM parameter used to track the campaign.

UTM Tracking Content

Text

The Calendly content tracking parameter.

UTM Tracking Medium

Text

The Calendly parameter used to identify the type of input, such as social media, QR code, affiliate, or Costs per click (CPC).

UTM Tracking Salesforce UUID

Text

The Salesforce unique identifier for the record held in Calendly.

UTM Tracking Source

Text

The UTM parameter which identifies the source for the traffic (originating platform).

UTM Tracking Term

Text

The UTM parameter used to track keywords and terms.