How to integrate with Calendly in just a few clicks

Calendly integration

01

Head to the data sources section of your Ortto account.

02

Click on the add new data source button.

03

Follow the prompts to connect your Calendly account.

04

You will now be able to see your Calendly data in its own data schema within the CDP.

Connect your Calendly customer data to unlock growth

Our data sources allow you to track the most
important customer activities, and send
automated, personalized omnichannel messages,
All within one, centralized "back end".

With our Calendly integration you can...

Create branded and personalized follow-ups

Create branded and personalized follow-ups

When a user schedules a meeting, reschedules a meeting or cancels a meeting.

Understand the impact meetings have on key metrics

Understand the impact meetings have on key metrics

Use reports to see the impact a meeting event has on retention, conversion rates and MRR.

See a single view of your customer

See a single view of your customer

Combine all business tech stack data from all departments in a single customer profile, including marketing, sales, support, product and financial data.

About Calendly

Easy meeting scheduling tool

Calendly allows you to schedule meetings professionally and efficiently, eliminating the hassle of back-and-forth so you can get back to work.

  • Documentation

    Documentation

    doc
    App website

    App website

    doc
    Integration built by Ortto

    Integration built by Ortto

    Best for calendar scheduling

    Best for calendar scheduling

    Superpower is eliminating the hassle of back-and-forth emails

    Superpower is eliminating the hassle of back-and-forth emails

    $8 - $16 USD a month

    $8 - $16 USD a month

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    Description

    When you integrate Calendly with Ortto you will see when users schedule a calendar event, reschedules a calendar event, or cancels a calendar event within Ortto. You can then use this data in your marketing automation and reports.

    With Calendly and Ortto you'll be able to:
    • Create branded and personalized follow-ups when a user schedules a meeting.

    • Create branded and personalized follow-ups when a user reschedules a meeting.

    • Create branded and personalized follow-ups when a user cancels a meeting.

    • See what impact a meeting event makes on your conversion rates and MRR.

    • Unlock a single customer view.

    About Calendly

    Calendly allows you to schedule meetings professionally and efficiently, eliminating the hassle of back-and-forth so you can get back to work.

    These leading brands are growing with Ortto

    These leading brands are growing with Ortto

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