Calendly Meetings
This activity creates all the meeting activities from the events of Calendly
Calendly is a webhook integration so we get a new record whenever something changes and that is why we can use the webhook timestamp _created
as when the activity happened
Type: Activity Transformation
select
e._id as activity_id
, _created as ts
, JSON_EXTRACT_PATH_TEXT(e.invitee, 'email') as customer
, NULL as source_id
, NULL as source
, CASE
WHEN JSON_EXTRACT_PATH_TEXT(e.invitee, 'is_reschedule') = 'True'
THEN 'rescheduled_meeting'
WHEN JSON_EXTRACT_PATH_TEXT(e.invitee, 'canceled') = 'True'
THEN 'cancelled_meeting'
ELSE 'scheduled_meeting'
END as activity
,JSON_EXTRACT_PATH_TEXT(e.event_type, 'name') as feature_1 -- event name
, nullif(
CASE
WHEN JSON_EXTRACT_PATH_TEXT(e.invitee, 'canceled') <> 'True'
THEN JSON_EXTRACT_PATH_TEXT(e.event_type, 'kind')
ELSE JSON_EXTRACT_PATH_TEXT(e.invitee, 'cancel_reason')
END
,'') as feature_2 -- kind of event or cancelled reason
, JSON_EXTRACT_PATH_TEXT(e.event, 'start_time')::TIMESTAMPTZ::TIMESTAMP as feature_3 -- canceler_name
, NULL as revenue_impact
, NULL as link
from calendly.events e
where invitee is not null -- details about who signed up
Tips:
- Use the
tracking
in calendly to improve your identity resolution.
Attended Meeting
This activity checks if the user actually atteneded a sales meeting.
Type: Activity Transformation
select
e._id as activity_id
, JSON_EXTRACT_PATH_TEXT(e.event, 'start_time')::TIMESTAMPTZ::TIMESTAMP as ts
, JSON_EXTRACT_PATH_TEXT(e.invitee, 'email') as customer
, NULL as source_id
, NULL as source
, 'attended_meeting' as activity
,JSON_EXTRACT_PATH_TEXT(e.event_type, 'name') as feature_1 -- event name
, JSON_EXTRACT_PATH_TEXT(e.event_type, 'kind') as feature_2 -- kind of event
, DATE_DIFF('minutes', JSON_EXTRACT_PATH_TEXT(e.event, 'start_time')::TIMESTAMPTZ::TIMESTAMP,JSON_EXTRACT_PATH_TEXT(e.event, 'end_time')::TIMESTAMPTZ::TIMESTAMP) as feature_3
, NULL as revenue_impact
, NULL as link
from calendly.events e
where invitee is not null -- details about who signed up
and JSON_EXTRACT_PATH_TEXT(e.event, 'start_time')::TIMESTAMPTZ::TIMESTAMP < SYSDATE
and JSON_EXTRACT_PATH_TEXT(e.invitee, 'canceled') <> 'True'
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Updated 6 months ago
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