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AgentWeb connects directly to your own Calendly account. Once connected, every booking on your Calendly fires a server-side Meta conversion through your ad account, so Meta can see which ad, audience, or campaign actually drove the call. The booking also lands as a lead in your CRM, ready to sync on to HubSpot or Attio if you’ve connected one. The booking page itself keeps working exactly as it does today; nothing changes for the person booking.

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Before you connect

Booking-event tracking requires your Calendly account to be on the Standard, Teams, or Enterprise plan — this is Calendly’s own requirement for webhook access, not an AgentWeb restriction. You can still connect on a Free plan, but see Troubleshooting for what that looks like.

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Connect

1

Open Settings → Accounts

In the Customer Portal, go to Settings → Accounts and find the Calendly card.
2

Click Connect

AgentWeb opens Calendly’s sign-in and permissions screen in a popup.
3

Sign in to Calendly

Sign in with the Calendly account whose bookings you want tracked.
4

Approve the requested permissions

You’ll be asked to let AgentWeb see your basic profile and manage a webhook subscription on your account. Approve both — the webhook subscription is how AgentWeb finds out about a booking the moment it happens.
5

Confirm

You’re returned to the Accounts tab and the Calendly card flips to Connected, showing the account you signed in with.
You can connect more than one Calendly account by repeating the flow — for example, one per teammate who takes bookings.

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What happens once connected

This all runs in the background — there’s nothing to trigger manually, and no chat command needed. It starts working the moment a booking happens after you’ve connected.

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Choosing where bookings land

By default, bookings go into an auto-created “Calendly Bookings” list — you don’t have to set anything up. If you’d rather have them land somewhere specific (e.g. a list already synced to your CRM), pick it explicitly:
1

Open Settings → Accounts

Find your connected Calendly card.
2

Open the booking-list picker

Click the list selector next to the card (hover the info icon for a reminder of what it does). Type to search if you have a lot of lists.
3

Choose a list

Select any of your existing lead lists. From then on, every new booking lands there instead of the auto-created default.
Changing this later only affects bookings from that point forward — it doesn’t move leads that already landed in the previous list.

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Reference

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Team access

If your AgentWeb account is part of an organization, you can share a connected Calendly account with your teammates so they can see it in their own Settings → Accounts, without connecting it themselves. On the account’s card, click Share with org. Sharing only affects visibility — it doesn’t change how bookings are tracked, and only the person who originally connected the account can choose which lead list its bookings land in. You can turn sharing back off with Stop sharing; once someone else on the team has shared it, only an org owner can turn it back off or disconnect it.

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Disconnect

Click the Calendly card in Settings → Accounts and choose Disconnect. This stops AgentWeb from processing new bookings from that account — leads already created from past bookings stay in your CRM. Disconnecting in AgentWeb doesn’t remove AgentWeb’s access on Calendly’s side. To fully revoke it, remove AgentWeb from your connected apps in your Calendly account settings.

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Troubleshooting

You’ll see this right after connecting if your Calendly account is on the Free plan. The connection itself still succeeds — your Calendly card shows as Connected — but bookings won’t be tracked until you upgrade. Once you’re on a qualifying plan, click Connect on the Calendly card again and sign in the same way; there’s no need to disconnect first.
Upgrading alone doesn’t retroactively activate an existing connection. Click Connect on the Calendly card again and sign in with the same account — this re-checks your plan and sets up tracking fresh.
The picker only appears once booking-event tracking is actually active. If your account is on a Free plan (see above), it’s hidden on purpose — picking a list wouldn’t do anything until tracking is on, since nothing would ever land there.
Check the lead list shown on your Calendly card in Settings → Accounts (or the default “Calendly Bookings” list if you haven’t picked one) — that’s exactly where new bookings land. If it’s genuinely missing, confirm the booking was made on the same Calendly account you connected to AgentWeb, not a different one.
Ad attribution needs a Meta ad account connected with exactly one pixel on it. If you have no Meta ad account connected, more than one connected, or a connected account with zero or multiple pixels, AgentWeb can’t tell which pixel to attribute through — the lead still gets created either way, only the Meta conversion is skipped.

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Next steps

  • CRM — see where your bookings land and manage the lead list.
  • Meta — connect an ad account and pixel so bookings can be attributed.
  • HubSpot — sync your booking lead list on to HubSpot automatically.
Last modified on August 7, 2026