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Track when shared Calendly is opened

October 23, 2025

Track when shared Calendly is opened

Track when shared Calendly is opened (and who viewed)

Wrap any page that contains your Calendly link with Send to see exactly when it’s opened, who viewed it, and what questions they asked. Recipients get a single link with AI Chat alongside your content, so they get instant answers while you capture identity, timing, and engagement signals that move bookings forward faster.

When this is useful

Calendly makes scheduling easy, but once a link is forwarded you lose signal. Send restores visibility and adds guided answers so people can book without the back‑and‑forth.

  • Prospect follow‑ups that include a Calendly link
  • Founder or AE intros where you want to know who considered booking
  • Customer success playbooks with “book time” CTAs
  • Campaign landing docs where alerts and CRM updates should fire automatically

Step‑by‑step: track Calendly opens with Send

Going from a basic Calendly link to an identity‑aware, AI‑assisted share takes minutes. Follow these steps to collect the right signal without adding friction.

  • Install Send’s Chrome extension from send.co and click the blue “Add to Send” button on your page. A Send tab opens with your content loaded.
  • Or open the Send app, click New Document, and paste the URL of the page or upload the file that includes your Calendly link. Send supports Google Docs/Slides, Notion, Word/PowerPoint/PDF, videos, Miro, Figma, and more.

2. Require identity before viewing

  • In Link Settings, turn on the viewer gate and require Email. Add Name and Phone if you need deeper qualification.
  • Optionally hide content until the gate is complete so viewers only see your page after verified details are provided.

3. Steer viewers with Suggested Questions

  • Add prompts like “What does this cost?”, “Implementation timeline,” and “What should I prep before our call?”
  • Suggested Questions appear at the bottom and pull answers fast, so viewers don’t bounce or email you for basics.
  • Click Copy link and send it. In your note, mention there’s AI Chat inside for instant answers about pricing, scope, and next steps.
  • For known contacts, create a personalized URL slug so they can skip the form while you still track their session.

5. Track opens and trigger workflows

  • You’ll get an email when someone opens the link. The Live Activity Feed shows who viewed, their location and device, time on page, and what they asked the AI.
  • Turn on webhooks for “document open” or “any link open” to send events to Clay, Zapier, or Make. Create or update CRM records, enrich contacts, and alert owners automatically.

Why this is faster with Send

People think about scheduling at odd hours and rarely reply first. Send pairs your booking link with AI Chat and guided prompts so prospects self‑serve answers while you capture context.

  • AI answers questions right next to your booking CTA, which reduces hesitation and drives more conversions
  • Suggested Questions focus attention on pricing, timeline, and next steps so bookings happen without long email threads
  • Analytics show opens, identity, location, device, time viewed, and the AI questions they asked, so you follow up precisely
  • Replace files under the same link for any supporting collateral and keep a single URL in circulation
  • Balance friction and signal: gate for unknown audiences, use personalized links for known contacts

Troubleshooting & tips

Small adjustments can improve completion and meetings booked.

  • No opens? Confirm recipients used your Send link, not the raw page URL
  • Gate drop‑off? For warm contacts, switch to a personalized URL slug so they can view instantly while you still track
  • Lots of basic questions? Tighten Suggested Questions and attach an AI Profile so the AI can surface your calendar link, prep checklist, or case studies on request
  • Sensitive content on the page? Disable printing and downloading for attachments
  • Team visibility? Share the Send doc with your workspace so managers can see teamwide activity and coach follow‑ups

Integrations & automation (webhooks)

Keep systems in sync without manual work.

  • Trigger on document open to create or update a lead, log activity, and notify the owner in Slack or email
  • Trigger on any link open to capture when someone clicks your Calendly inside the doc
  • Pipe events to Clay, Zapier, or Make to enrich contacts, add sequences, and route to the right rep

Privacy & controls

Share simply while keeping access clear.

  • Require Email, Name, or Phone via the viewer gate and optionally hide content until completion
  • Disable printing and downloading for attached files when needed
  • Replace files under the same Send link anytime without changing the URL
  • Use personalized links for known recipients to reduce friction while preserving tracking

FAQ

How does Send speed up bookings?

  • Viewers get answers instantly via AI Chat beside your Calendly. You see what they asked and how long they engaged, so follow‑ups are focused and timely.

Can I require email before someone sees my page?

  • Yes. Turn on the viewer gate and select Email. You can add Name and Phone and hide content until the gate is complete.
  • Yes. Replace files under the same Send link so your URL stays the same.

Can I track Calendly clicks specifically?

  • Yes. Enable the “any link open” webhook to capture link‑open events for your Calendly URL.

What analytics do I get?

  • You see viewer‑provided identity, location, device, time viewed, and the AI questions asked during the session.

Try Send.co today and track Calendly opens with identity, AI‑powered answers, and automations that move meetings forward.