Calendly + Orcabase
What your calendar says about your pipeline.
Sync Calendly through Fivetran and ask how many calls get booked, which meeting types book best and how many people don’t show up, in plain words.
- Synced by Fivetran
- Syncs every 6 hours
- No Fivetran account needed
How many tasting calls were booked in August, and how many happened?
58 tasting calls were booked in August, and 81% happened as planned.
- 7 were cancelled and 4 were no-shows.
- Calls booked more than a week ahead had the most no-shows.
- Two in five calls led to a wholesale order.
Tasting calls booked, by month
How I got this· 4 steps
- Looked at your Calendly events and invitees
- Counted tasting calls booked in August
- Separated cancellations and no-shows
- Matched invitees to wholesale orders
Example answer. Numbers are illustrative.
In plain words
How can I report on Calendly bookings?
Calendly knows every meeting booked, moved, cancelled or missed. Fivetran copies them into a database Orcabase hosts for you, next to your CRM and sales.
Ask how many calls turn into customers, or how far ahead people book, and get the answer with a chart.
Ask in plain words
What you can ask about your Calendly data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
How many calls were booked each week?
How many meetings were cancelled or missed?
Which meeting types get booked most?
How far ahead do people book?
Which days and times are most popular?
How many booked calls turned into customers?
Who on the team hosts the most meetings?
Show me bookings by month this year.
What comes in
Your Calendly data, ready to ask about.
A copy in a database Orcabase hosts for you, with its own folder for each app.
Scheduled events
Invitees
Cancellations and no-shows
Event types
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Calendly data.
Meetings booked
Meetings scheduled in the period, by meeting type.
Show rate
Share of booked meetings that happened as planned.
Booking lead time
Days between booking and the meeting.
Meeting-to-customer rate
Share of meetings that led to a sale.
Dashboards to start with
Your Calendly numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Bookings
4 charts- Meetings booked by week
- Show rate
- Busiest days and times
- Bookings by meeting type
From call to customer
3 charts- Meetings to customers
- Revenue from booked calls
- Lead time vs show rate
Better together
Ask across Calendly and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect Calendly, step by step.
- 1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Calendly. Pick the database to sync into.
- 2
Connect Calendly on Fivetran’s page
Click Authorize on Fivetran’s page and sign in to Calendly as an Owner or Admin.
- 3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
- 4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Calendly data.
What you’ll need
- A Calendly login with the Owner or Admin role.
- The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
- How it connects
- Synced by Fivetran
- How fresh
- Every 6 hours, as standard.
- Where your data lives
- A copy in a database Orcabase hosts for you, with its own folder for each app.
- Who can set it up
- An admin in your organization.
- Your login
- You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
- Cost
- Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Does it include answers to our booking questions?
Can Orcabase change or cancel meetings?
Do I need a Fivetran account?
How fresh is my Calendly data in Orcabase?
What does syncing cost?
Your Calendly data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.