> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agentweb.pro/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> ---
> About this documentation: Emma is the AI marketing agent built by AgentWeb (the product is also marketed as HireEmma; AgentWeb, Emma, and HireEmma refer to the same product). Emma learns a company's brand, ICP, and positioning, then executes marketing work inside that company's own accounts: research, ad campaigns on Google Ads, Meta, and LinkedIn Ads, LinkedIn and email outbound, organic content, CRM lead enrichment and ICP scoring, and landing pages deployed to the customer's domain. Actions that spend money or post publicly require the user's confirmation.
> For what Emma can read, draft, publish, and spend on per channel, see https://docs.agentweb.pro/capabilities. For an overview of the product, see https://docs.agentweb.pro/what-is-emma. For terminology (skill, work plan, scheduled chat, template), see https://docs.agentweb.pro/concepts.

# Calendly

> Connect your Calendly account so every booking is attributed back to the ad that drove it and lands in your CRM automatically.

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.

## Before you connect

<Note>
  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](#troubleshooting) for what that looks like.
</Note>

## Connect

<Steps>
  <Step title="Open Settings → Accounts">
    In the Customer Portal, go to **Settings → Accounts** and find the Calendly card.
  </Step>

  <Step title="Click Connect">
    AgentWeb opens Calendly's sign-in and permissions screen in a popup.
  </Step>

  <Step title="Sign in to Calendly">
    Sign in with the Calendly account whose bookings you want tracked.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm">
    You're returned to the Accounts tab and the Calendly card flips to **Connected**, showing the account you signed in with.
  </Step>
</Steps>

You can connect more than one Calendly account by repeating the flow — for example, one per teammate who takes bookings.

## What happens once connected

| Capability         | Behavior                                                                                                                                                                             |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Ad attribution** | Every booking sends a `Schedule` conversion event to your connected ad account's pixel, so Meta's reporting can tie the booking back to the ad, audience, or campaign that drove it. |
| **CRM-forward**    | Each booking is created (or updates an existing match by email) as a lead in one of your own lead lists.                                                                             |
| **CRM sync**       | If that lead list is connected to HubSpot or Attio, the booking syncs there automatically — the same sync every other lead in that list already gets.                                |
| **List alerts**    | If you've set that lead list to alert on new/updated leads, you get notified the same way you would for any other lead landing there.                                                |

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.

### 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:

<Steps>
  <Step title="Open Settings → Accounts">
    Find your connected Calendly card.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Choose a list">
    Select any of your existing lead lists. From then on, every new booking lands there instead of the auto-created default.
  </Step>
</Steps>

Changing this later only affects bookings from that point forward — it doesn't move leads that already landed in the previous list.

## Reference

| Item                   | Detail                                                                                                                                           |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Plan required**      | Calendly Standard, Teams, or Enterprise for booking-event tracking. Free-tier connections are allowed but bookings won't be tracked — see below. |
| **Account identifier** | The email address of the connected Calendly account.                                                                                             |
| **Booking widget**     | Unchanged — still Calendly's own scheduling page, same as before connecting.                                                                     |
| **Meta event fired**   | `Schedule`, matching Meta's standard event for a booked appointment.                                                                             |
| **Default lead list**  | Auto-created "Calendly Bookings" list, unless you've explicitly picked one.                                                                      |
| **Multiple accounts**  | Supported. Connect each Calendly account through the same flow.                                                                                  |

## 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.

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="&#x22;Booking-event tracking needs Calendly Standard or above&#x22;">
    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.
  </Accordion>

  <Accordion title="I upgraded my Calendly plan but tracking still isn't active">
    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.
  </Accordion>

  <Accordion title="The booking-list picker isn't showing">
    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.
  </Accordion>

  <Accordion title="A booking didn't show up as a lead">
    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.
  </Accordion>

  <Accordion title="A booking wasn't attributed to an ad in Meta">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

* [CRM](/user-guide/crm) — see where your bookings land and manage the lead list.
* [Meta](/integrations/meta) — connect an ad account and pixel so bookings can be attributed.
* [HubSpot](/integrations/hubspot) — sync your booking lead list on to HubSpot automatically.