Calendly person fields

Overview

Calendly contacts are merged into your CDP people on the initial connection with Calendly, and subsequently individually when an invitee books, reschedules, or cancels an event or meeting.

Accessing Calendly person fields

Navigate to Settings > Customer data > Fields > Select All > Calendly.

Working with Calendly contacts

You can view, sort, and filter your Calendly contacts on the People page in Ortto.

Use Calendly fields and activities from the integration to refine your list.
Click the cog icon to customize field visibility and add or remove Calendly fields (marked with a Calendly icon).
Filter your People list using Calendly fields or activities to find matching contacts.

EX: To see all contacts created in Ortto via the Calendly integration, go to the People page and filter for Initial source is Calendly.

Example of filtering all contacts created via Calendly.

Example Calendly fields selected for view in the CDP.

How to filter by Calendly fields

Go to the People page and click Filter.
Select Calendly, then choose the fields to build your filter.
Click Done.

How to filter by Calendly activities

Go to the People page and click Filter.
Scroll through the list of activities until you reach the Calendly activities (marked with a Calendly icon).
Select an activity to build your filter.
Click Done.

Fields added from Calendly

This page lists all Calendly-related person fields that are added to your Ortto account after integrating Ortto with Calendly as a new data source.

The following table lists the additional fields added to the Ortto CDP from the Calendly integration:

Field	Type	Description
Avatar URL	Link	The URL for the avatar for the person.
Cancelled event first occurred	Time and date	The time and date for the first time an event was cancelled.
Cancelled event last occurred	Time and date	The time and date for the last time an event was cancelled.
Created	Time and date	The time and date the person record was created in Calendly.
Created event first occurred	Time and date	The time and date for the first time an event was created.
Created event last occurred	Time and date	The time and date for the last time an event was created.
Current Organization	Text	The Calendly unique reference (Canonical) for the person’s organization.
Email	Email	The email address for the person in Calendly.
First Name	Text	The first name for the person.
Last Name	Text	The last name for the person.
Name	Text	The full name for the person.
Rescheduled event first occurred	Time and date	The time and date for the first time an event was rescheduled.
Rescheduled event last occurred	Time and date	The time and date for the last time an event was rescheduled.
Scheduling URL	Link	The Calendly URL used to view the schedule and book a meeting or event with the person.
Slug	Text	The unique component for the person’s Calendly scheduling URL.
Text reminder number	Text	The phone number used when sending text reminders to the person.
Timezone	Text	The timezone for the person, Calendly gives this field as a timezone offset.
Total invitees	Number	The number of people who have been invited to an event.
Updated	Time and date	The details for the last time the person was updated.
User URI	Link	The Calendly unique reference (Canonical) for the person.
UTM Tracking Campaign	Text	The Calendly UTM parameter used to track the campaign.
UTM Tracking Content	Text	The Calendly UTM 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 Calendly UTM parameter used for tracking keywords and terms.