Calendly
Connect Calendly to receive attribution data from booking form questions. When someone schedules a meeting, Calendly sends a webhook with all invitee answers — including your “How did you hear about us?” question — which Finseo normalizes into attribution channels.Requirements
- Calendly webhooks require a paid plan: Standard, Teams, or Enterprise (not available on Free).
- Webhook subscriptions are created via the Calendly API — there is no UI toggle. You need a personal access token from your Calendly integrations page.
- An invitee question on your event type, e.g. “How did you hear about us?”.
Get your webhook URL
- In Finseo, open Integrations → Calendly → Connect.
- Copy your personal webhook URL (contains your project ID,
?source=calendly, and a secret token):
Create the webhook subscription
Create the subscription with one API call (replace the token and URLs):"scope": "user" with a user URI instead if you only want your own bookings. Finseo extracts the attribution answer from the questions_and_answers array automatically.
See Calendly’s webhook docs for details.
Test and map fields
- Use the live listener in the Finseo connect dialog: book a test meeting and inspect the received payload.
- If your question is phrased differently, select the right answer under Field Mapping.
Troubleshooting
The API returns a permission error
The API returns a permission error
Webhooks require a Standard plan or higher on the Calendly account that owns the token. Free accounts can read the API but cannot create webhook subscriptions.
Bookings arrive without an attribution answer
Bookings arrive without an attribution answer
Make sure the question is part of the event type’s invitee questions (or a routing form) — answers only appear in the payload if the invitee actually saw the question.