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:

Go to CDP > Activities > All > Calendly.
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:

Click on a Calendly activity.
At the top, select the Activity feed tab.
Find the event you're interested in.
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.