How to Send Bookly Data to ConvertKit

ConvertKit is a email marketing platform for managing subscribers and campaigns. Here is how to pipe Bookly appointment straight into ConvertKit using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers appointment data straight from WordPress to ConvertKit. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Bookly installed and configured.
• A ConvertKit account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect ConvertKit to AFI

1. Log in to your ConvertKit account.
2. Go to Settings → API and copy your API Key and Secret.
3. In WordPress, go to AFI → Settings → ConvertKit.
4. Enter the API Key and Secret, then click Save.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bookly to ConvertKit.

2. Pick your trigger

Select Bookly as the form provider. AFI fires when an appointment is booked, giving you access to customer name, email, phone, service name, staff member, appointment date, and time.

3. Select ConvertKit as the destination

Choose ConvertKit from the platform dropdown and pick Add Subscriber. This adds a subscriber to ConvertKit.

4. Map fields

Match each ConvertKit field on the left to the corresponding Bookly field on the right. Common mappings include customer name, email, phone, service name, staff member, appointment date, and time. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Bookly. Check ConvertKit to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps email, first name, and last name to ConvertKit with unlimited records. Pro adds custom field mapping and tag assignment. No per-record fees on any plan.

Frequently asked questions

Which Bookly events trigger the integration?

AFI fires when an appointment is booked. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Bookly to ConvertKit in minutes.