Contacts created from Calendly show "Offline Sources" with drill downs "Integration" and "Calendly"
Right now, when someone signs up for a demo meeting through calendly, the source information just shows offline sources - integration - calendly. It doesn't show any of their previous browsing history or where they really came from. They could not have gotten to the calendly step without coming through direct traffic, organic keyword search, paid search, referrals, etc. Does anyone have a workaround to this?
This is indeed a tricky situation and short answer is that there isn't a way to capture any contact browsing/ page activity information prior to contact conversion through Calendly.
Technical Facts:
I'll go on to explain why: it's mainly due to the Calendly Form being housed in an iframe and that the HubSpot tracking code cannot work through an iframe submission. This is something that even HubSpot's own meeting booking tool experiences the same situation.
At the moment, I'm afraid there's no way to change the original source property value as we aren't able to track any activity prior to Calendly conversion as they are simply seen as 2 completely different sources to HubSpot and the HubSpot tracking code cannot associate the cookies with Calendly. You can see that first page seen, last page seen, last referring site, first referring site, original source properties on the contact record do not include any of the Calendly's page information or browsing information pre-conversion, if they were first converted through Calendly.
Workarounds:
That being said, the workaround here is to use a HubSpot Form first, to get the conversion information first. The submit button can be set as "Book a Meeting" which leads to the eventual Calendly booking website. We would still be able to associate the submission from Calendly through the integration and the email used. In that case, the email becomes the unique identifier and you do have to capture email address again, you will see the meeting information reflect in HubSpot on the contact record.
Separately, you can also create a list based on the following to identify a list of Calendly converted contacts
Contacts have submitted a form (use form submission filter)
Landed on the page with form (Use Last Page Seen or Last Referring Site has ever contained "www.example.com/example" - the URL of the page with the form)
Made a booking through Calendly by using the form relevant contact properties field are known
If required, you can change their Original Source Drilldown to something of your choice through workflows in order to set a property value or bulk edit the contacts' property value. Note that you can't change drilldown 1 and drilldown 2 but only Original Source Drilldown.
Oct 26, 20225:53 AM - edited Oct 27, 20223:24 AM
Contributor
Contacts created from Calendly show "Offline Sources" with drill downs "Integration" and "Calendly"
Hi Sebastian, thanks for outlining this - I assume that as of today we still have the same situation and need for a workaround involving a HubSpot form first and Calendly scheduling page second, right?
In order to reduce the friction for contacts having to submit at least the email address again so 2 times in a row in this process, I was wondering if somehow we could capture the email address that is submitted on step 1 (HubSpot form) to step 2 (Calendly form), assuming both forms are embedded on the website - maybe some way to push the email variable/value into the data layer (using Google Tag Manager) and then fetching this email address in Calendly via their advanced embed functionality?
Edit: I saw that Calendly even requires not only Email, but also Name as mandatory fields, which increases the need for pre-populating these fields even further, as it feels very cumbersome and not streamlined to ask people to type in first name, last name, and email 2 times straight in a row 😕
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