Calendly reports
and dashboards
Bring your Calendly data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Calendly data, connected.
Calendly tracks meeting bookings and event types, but understanding which marketing campaigns drive qualified meetings or how booking rates affect pipeline conversion requires connecting to your CRM and ad platforms.
Filament links Calendly to your marketing and sales tools so you can analyze booking sources, conversion patterns, and meeting quality without manual exports.
Data we sync
EventsExample fields: Event start time, Event end time
Track scheduled meetings with event_start_time, event_end_time, status, location, and cancellation_reason to analyze booking patterns and meeting completion rates.
event_start_timeevent_end_timestatuslocationcancellation_reason
Event TypesExample fields: Name, Duration
Monitor your meeting configurations with name, duration, scheduling_url, active status, and booking_method to see which formats drive the most engagement.
namedurationscheduling_urlactivebooking_method
InviteesExample fields: Email, Name
Analyze who books meetings with email, name, created_at, timezone, and utm_parameters to understand booking sources and attendee demographics.
emailnamecreated_attimezoneutm_parameters
CancellationsExample fields: Canceled at, Canceler type
Track meeting cancellations with canceled_at, canceler_type, reason, and rescheduled status to identify patterns in no-shows and reschedules.
canceled_atcanceler_typereasonrescheduled
UsersExample fields: Name, Email
Monitor team scheduling activity with name, email, role, scheduling_url, and created_at to track individual performance and availability patterns.
nameemailrolescheduling_urlcreated_at
Routing FormsExample fields: Questions, Answers
Analyze form submissions with questions, answers, routed_event_type, and submission_time to optimize lead qualification and routing logic.
questionsanswersrouted_event_typesubmission_time
Calendly works well with
HubSpot
Connect Calendly bookings with HubSpot contacts and deals to see which meeting types move prospects through your pipeline fastest and calculate time from first booking to closed deal.
Google Ads
Connect Calendly invitees with Google Ads campaign data to track which keywords and ad groups drive meeting bookings and calculate cost per qualified meeting by campaign.
Salesforce
Connect Calendly events with Salesforce opportunities to analyze how meeting frequency correlates with deal velocity and identify which event types generate the highest conversion rates.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
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Your questions, answered.
How do I connect Calendly?
This connection uses Fivetran.
You need a Calendly Admin or Owner account.
- Open Apps in Filament and add Calendly.
- Select your Calendly plan in the connection form.
- Select Authorize, sign in to the correct Calendly account and approve access.
- Select Save & Test, then return to Filament and complete setup.
How far back does Filament sync Calendly data?
Filament syncs 6 months of historical Calendly data and up to 3 months of future-dated events due to Calendly API limitations. This covers most quarter-over-quarter and seasonal analysis needs.
Can I connect multiple Calendly accounts to Filament?
Yes. Agencies and teams managing multiple Calendly organizations can connect each account separately. Filament keeps the data distinct so you can analyze each client or business unit independently or compare performance across accounts.
Does Filament track UTM parameters from Calendly bookings?
Yes. Filament captures utm_parameters from invitee records, so you can trace which campaigns, channels, or content pieces drive meeting bookings when you pass UTM tags through your Calendly links.
How often does Filament update Calendly data?
Filament syncs Calendly data continuously throughout the day. New bookings, cancellations, and reschedules appear in your kpi dashboard within minutes, so your meeting metrics stay current.
Which Calendly KPIs can I track?
Bookings: count scheduled events by date and event type. Cancellations: compare cancelled and scheduled events over the same period. Invitee volume: count invitees separately from events, especially for group meetings.