Calendly

Finseo connects to Calendly via native webhook subscriptions. When someone books a meeting and answers a routing question like "How did you hear about us?", Calendly sends the booking data to Finseo. Finseo extracts the answer and categorizes it into AI source buckets so you see which engines drive demos.

1. 01

   Demo booking attribution

   Track which AI engines drive the most demo bookings. Add a "How did you hear about us?" routing question to your demo Calendly event type.

2. 02

   Sales call qualification

   Capture AI source on every sales discovery call. Reps see the source before the call and tailor questions accordingly.

3. 03

   Consultation tracking

   For consultancies and agencies, track which AI engines drive prospect consultations. Often the highest intent traffic for service businesses.

4. 04

   Webinar registrations

   For one to one webinar formats booked via Calendly, capture the attribution source per registration.

5. 05

   No show analysis

   Combine Calendly no-show data with Finseo source data. Find out which AI engines drive the most committed prospects (lowest no show rates).

Calendly is the dominant scheduling tool with over 20 million users. Sales and demo bookings are some of the highest intent conversions for B2B SaaS. Without attribution, you cannot answer "Which AI engine drives the most demo bookings?". The Finseo Calendly integration solves this with a routing question and a webhook subscription. Total setup takes 5 minutes and gives you direct booking attribution to AI search.

1. 01

   Get your Finseo webhook URL

   In Finseo, click Connect on the Calendly integration card to reveal your project webhook URL.

2. 02

   Add a routing question

   In Calendly, edit your event type, then go to Invitee Questions, then Add. Add "How did you hear about us?" as a custom question with multiple choice options or short text.

3. 03

   Create a webhook subscription

   In Calendly, go to Integrations, then Webhooks (or use the Calendly API for advanced setups). Set the callback URL to your Finseo webhook URL.

4. 04

   Subscribe to invitee.created

   Subscribe to the invitee.created event. This fires every time someone books a meeting on this event type.

5. 05

   Test by booking

   Book a test meeting and answer the attribution question. Check the Finseo Attribution dashboard within 10 seconds.

How does Finseo connect to Calendly?

Via Calendly native webhook subscriptions. You register a webhook either through Calendly Integrations settings or via the Calendly API. The webhook fires on invitee.created events with the full booking payload including invitee answers.

Via Calendly native webhook subscriptions. You register a webhook either through Calendly Integrations settings or via the Calendly API. The webhook fires on invitee.created events with the full booking payload including invitee answers.

What Calendly plan do I need?

Webhook subscriptions require Calendly Standard, Teams, or Enterprise plans. The free plan does not include webhooks. If you are on the free plan, use Zapier to bridge Calendly bookings to the Finseo API.

Webhook subscriptions require Calendly Standard, Teams, or Enterprise plans. The free plan does not include webhooks. If you are on the free plan, use Zapier to bridge Calendly bookings to the Finseo API.

How do I add the attribution question?

In Calendly, edit your event type, then Invitee Questions, then Add. Add "How did you hear about us?" as a custom question. You can use multiple choice (with options like ChatGPT, Perplexity, Google, Word of mouth) or short text. Both formats work with Finseo auto detection.

In Calendly, edit your event type, then Invitee Questions, then Add. Add "How did you hear about us?" as a custom question. You can use multiple choice (with options like ChatGPT, Perplexity, Google, Word of mouth) or short text. Both formats work with Finseo auto detection.

Can I track different attribution per event type?

Yes. Add the routing question to each event type that needs attribution. The webhook payload includes the event type ID, so Finseo can attribute differently across demo, sales, consultation, and webinar event types.

Yes. Add the routing question to each event type that needs attribution. The webhook payload includes the event type ID, so Finseo can attribute differently across demo, sales, consultation, and webinar event types.

Does this work with Calendly Routing forms?

Yes. Routing forms support custom questions that pass through to the booking. Finseo extracts the answer from either standard custom questions or Routing form responses, depending on your setup.

Yes. Routing forms support custom questions that pass through to the booking. Finseo extracts the answer from either standard custom questions or Routing form responses, depending on your setup.

Can I capture lead value too?

Calendly does not include lead or deal value in the webhook payload. To capture value, use a CRM integration (HubSpot, Salesforce, Pipedrive, Close, Attio) on the resulting opportunity. Finseo combines Calendly attribution with CRM revenue data automatically.

Calendly does not include lead or deal value in the webhook payload. To capture value, use a CRM integration (HubSpot, Salesforce, Pipedrive, Close, Attio) on the resulting opportunity. Finseo combines Calendly attribution with CRM revenue data automatically.

Is the integration real time?

Yes. Calendly fires webhooks within 1 to 2 seconds of the booking. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

Yes. Calendly fires webhooks within 1 to 2 seconds of the booking. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

What about reschedules and cancellations?

Calendly fires invitee.canceled and invitee.rescheduled events too. Finseo accepts both. Cancellations are tracked separately so you can see which AI engines drive the most committed prospects (lowest cancellation rates).

Calendly fires invitee.canceled and invitee.rescheduled events too. Finseo accepts both. Cancellations are tracked separately so you can see which AI engines drive the most committed prospects (lowest cancellation rates).