In this guide, we will show you how to track Calendly events in SalesWings using Zapier.
First, make sure Zapier and SalesWings are connected. Here's how to do so.
Once connected, go to Zapier and click on "Create Zap".
Here is the zap you want to create:
Build the trigger
Look for the Calendly app and select the trigger event you want to track. In this case, we want to create an event when an invite is created.
Next, you need to select the Calendly account you want to connect. You can click on "Manage connected accounts" if you need to add a new account.
You can now test this trigger and move on to the next action.
2. Build a POST action
Choose the app "Webhooks by Zapier" and select POST for the action event.
Set up the below action:
p: your SalesWings project ID
Go to your SalesWings account settings, and get the project ID. The project ID (pid) can be found within your tracking script, inside the quotation marks. It's a combination of letters, numbers and characters.
email: Invitee Email
Kind: SCHEDULED (Note: you can customize this custom event name)
Data: EventType Name (Note: you can customize this custom event name)
Test your zap, now you can save it.
In your SalesWings cockpit, the names you set up for "KIND" and "DATA" will show as a custom event under the lead Intent history.
We recommend you set up a tag and/or a score for such action. Here's how to do it: