Calendly

Add referral tracking to your Calendly form to automatically recognize new leads that come through referrals.

Please note the following requirements to make Calendly work with GrowSurf:

• A Calendly Pro account is required.

• Your form must be embedded on your own webpage (you cannot use the stand-alone https://calendly.com/xxxx/xxxx webpage).

Prep Your Form

If you have an embedded Calendly form on your website that you want to add referral tracking to, follow these instructions:

Step 1: Open the GrowSurf campaign editor and navigate to the Installation tab.

Step 2: Continue through the installation steps until you reach the referral tracking method section (see image below).

Step 3: Click the Calendly icon and follow your campaign-specific instructions (see image below).

Step 4: Once your Calendly form has been prepped, continue on with the rest of the GrowSurf installation process.

Additional Tips

• While following your campaign-specific Calendly instructions in the GrowSurf campaign editor, you may skip any steps that you have already completed from previous setup in Calendly.

• If you run into issues or have any questions, please reach out to GrowSurf support for assistance.