Calendly + Capsule CRM

Create tasks in Capsule CRM for new Calendly invitees

Stay organized and never miss a meeting with this Calendly and Capsule CRM workflow. Each time a new invitee is created in Calendly, a task will be created in Capsule CRM to help you easily manage your appointments. Keep your schedule streamlined and your CRM up-to-date with this efficient automation.

Stay organized and never miss a meeting with this Calendly and Capsule CRM workflow. Each time a new invitee is created in Calendly, a task will be created in Capsule CRM to help you easily manage your appointments. Keep your schedule streamlined and your CRM up-to-date with this efficient automation.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
calendly logo
calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn more

Related categories

  • Scheduling & Booking
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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