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Calendly + Maximizer CRM

Create Hotlist tasks in Maximizer for new Calendly events

This Zapier integration automatically creates Hotlist tasks in Maximizer when invitees schedule new events in Calendly. By streamlining the task creation process, you will ensure the right team member is always in the loop. This integration can help you improve collaboration and productivity, while also enhancing the overall customer experience.

This Zapier integration automatically creates Hotlist tasks in Maximizer when invitees schedule new events in Calendly. By streamlining the task creation process, you will ensure the right team member is always in the loop. This integration can help you improve collaboration and productivity, while also enhancing the overall customer experience.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Hotlist Task

    Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    • Event Type

    Trigger
    Instant
    Try It
    • Routing Form

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
    • 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
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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.

Related categories

maximizer logo
maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Triggers & Actions