Calendly Integration

Vixiees integrates with Calendly to automatically capture leads when users schedule appointments.

Connect Calendly

Requirements

• Calendly account (Basic, Professional, or Teams)
• Events configured in Calendly
• Administrator permissions in Vixiees

Steps to connect

1. Go to Settings > Integrations > Calendly
2. Click Connect with Calendly
3. Sign in to your Calendly account
4. Authorize the requested permissions
5. Your event types will sync automatically

Synced data

When connecting, Vixiees gets:

• List of event types
• Custom questions for each event
• Configuration of each event type

Configure event types

Field mapping

Each event type can have custom questions that map to Vixiees:

1. Select the event type from the list
2. For each question, choose the corresponding contact attribute
3. Configure playbook and initial stage
4. Save changes

Required email

Calendly always includes the invitee's email, so all leads will have an email automatically.

Appointment capture

Automatic flow

When a user schedules an appointment:

1. Calendly notifies Vixiees via webhook
2. Vixiees creates or updates the contact
3. A meeting is created with the details
4. The contact is assigned to the configured playbook
5. The contact is available to the team

Captured data

Appointment statuses

Each appointment can have these statuses:

Webhook events

Vixiees receives notifications when:

• A new appointment is scheduled
• An appointment is cancelled
• An appointment is marked as "No Show"

UTM parameters

If you use URLs with UTM parameters, Calendly captures them and Vixiees stores them:

• utm_source
• utm_medium
• utm_campaign
• utm_term
• utm_content

This allows you to track where leads come from.

Playbook assignment

Per event type

Each event type can be assigned to a different playbook:

No configuration

If not configured, the account's default playbook is used.

Created meetings

Each scheduled appointment creates a meeting in Vixiees with:

• Event type title
• Start and end date/time
• Meeting URL (Zoom, Meet, etc.)
• Assigned users

Conclusion

The Calendly integration allows you to:

• Automatically capture leads when scheduling
• Map custom questions
• Track origin with UTMs
• Manage appointment statuses

Relevant scenarios

• Product demos: Calendly leads assigned to demos playbook
• Sales meetings: Automatic post-appointment follow-up
• Multiple calendars: Each event type to a different playbook