Email Zoom meeting links to new Calendly invitees with Microsoft Outlook and add them as Maximizer leads
Set up this automation, and it will handle your booking confirmations with customers. Once activated, whenever a new event invitee appears in Calendly, this automation will create a Zoom meeting and send a meeting invitation to your customer via Microsoft Outlook. It will also generate a lead in Maximizer for the Calendly invitee, eliminating manual work and ensuring your sales team stays on top of customer communication.
Set up this automation, and it will handle your booking confirmations with customers. Once activated, whenever a new event invitee appears in Calendly, this automation will create a Zoom meeting and send a meeting invitation to your customer via Microsoft Outlook. It will also generate a lead in Maximizer for the Calendly invitee, eliminating manual work and ensuring your sales team stays on top of customer communication.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
- then do this...Create Lead Entry
Creates new Lead Entry
- then do this...Create Appointment
Creates new Appointment entry
- then do this!Send Email
Send an email from your Outlook account.
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