Calendly + Ignition
Create Ignition clients when Calendly meetings are booked
When a prospect books a sales meeting, you may need to copy their details into Ignition so that you can prepare a proposal. This Calendly-Ignition integration creates clients in Ignition automatically after a Calendly meeting is booked. Now you'll always be ready to start building the proposal straight away.
When a prospect books a sales meeting, you may need to copy their details into Ignition so that you can prepare a proposal. This Calendly-Ignition integration creates clients in Ignition automatically after a Calendly meeting is booked. Now you'll always be ready to start building the proposal straight away.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a new client.
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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.
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About Ignition
Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.
