Calendly Integration

Calendly is one of the most popular booking platforms currently used, please click on the appropriate option below to integrate Calendly with your Hyros account.

We advise choosing the Native setup if you have the correct plan, as this will give you the most optimized tracking accuracy.

Please ensure you have placed the Universal code on your call booking and call thank you pages.

Then follow the video guide below to setup call tracking:

Calendly Video Set Up Guide

WARNING : Calendly forms MUST have the “phone number” submission form active to work with HYROS.

Written Guide
If you are using Calendly as your call scheduling software follow these simple steps

  1. Go to https://calendly.com/event_types/
  2. Select the event type you wish to track
  3. Go to the “Confirmation Page” section and check the “Pass event details to your redirect page” checkbox.

Once completed this will pass the email and phone number to your thank you page so we can track them.

This will complete call tracking set up.

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NEXT RUN THIS TEST
1. Opt into your call funnel

2. Wait 1-2 minutes after opting in ensure that your email has entered Hyros in your LEADS section

3. Next book a call on your call booking page and make sure you complete the book as are redirected. Use a different email than the one you opted in with in step

4. Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked. If asked click “INDEX INFORMATION” on the call section.

5. Click your email and ensure the $call tag has been applied

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not, use the troubleshooting guide below.

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Troubleshooting Calendly

IF you do not see the email enter the system at all ensure that your UNIVERSAL code is in the header of your booking page and call booking thank you page.

THEN confirm that you have checked the “Pass event details to your redirect page” checkbox under your events CONFIRMATION page (seen in step 3 above)

THEN confirm you have done this to the right event in Calendly.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

-IF you do not see the $call tag make sure you are collecting the phone number on your Calendly form.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

IF it fails after the two test above contact support via chat in the lower right hand corner and say “My calls are not showing in the system”

Please ensure you have placed the Universal code on your call booking and call thank you pages.

Video Guide

WARNING : Calendly forms MUST have the “phone number” submission form active to work with HYROS.

Written Guide
If you are using Calendly as your call scheduling software follow these simple steps

  1. Go to https://calendly.com/event_types/
  2. Select the event type you wish to track
  3. Go to the “Confirmation Page” section and check the “Pass event details to your redirect page” checkbox.

Once completed this will pass the email and phone number to your thank you page so we can track them.

4. Next go to your URL rules, you should see a rule already created which we use to automatically track a $call, please delete it. We do not use this for Calendly, instead we use a direct integration for optimized accuracy. If the rule AND the Calendly integration are active at the same time we will receive duplicate Call events.

5. Integrate with Calendly inside of your integration settings.

Go to Hyros > Settings > Integrations and click on Configure below Calendly:

After that click on  +Create Integration, give a name or nickname to  your integration, hit next and follow the prompts to log in to your Calendly account.

This will complete our Call tracking set up.

———————————————–

NEXT RUN THIS TEST
1. Opt into your call funnel

2. Wait 1-2 minutes after opting in ensure that your email has entered Hyros in your LEADS section

3. Next book a call on your call booking page and make sure you complete the book as are redirected. Use a different email than the one you opted in with in step

4. Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked. If asked click “INDEX INFORMATION” on the call section.

5. Click your email and ensure the $call tag has been applied

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not, use the troubleshooting guide below.

———————————————–

Troubleshooting Calendly

IF you do not see the email enter the system at all ensure that your UNIVERSAL code is in the header of your booking page and call booking thank you page.

THEN confirm that you have checked the “Pass event details to your redirect page” checkbox under your events CONFIRMATION page (seen in step 3 above)

THEN confirm you have done this to the right event in Calendly.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

-IF you do not see the $call tag make sure you are collecting the phone number on your Calendly form.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

IF it fails after the two test above contact support via chat in the lower right hand corner and say “My calls are not showing in the system”

And that’s it! This completes your Calendly integration.

By default the Calendly, Acuity and Oncehub integrations will track all call events. Use this guide if you want to track only a specific event or group of events from the integration.

This guide uses the example of Calendly, but you can follow the exact same steps for all 3 integrations.

1. Navigate to https://app.hyros.com/settings/integrations

2. Click “Scheduling Platforms”

3. Select your call integration and click “configure” (you can follow these steps with either Acuity, Calendly or Oncehub)

4. Click the edit icon on your integration.

5. Click “Add type” here

6. Select the specific call events that you would like to track from the dropdown, anything you don’t select will not be tracked

7. Click “Save type values”

 

Please contact support or your onboarding analyst directly if you have any questions about this process.