Calendly + Shape
Create new records in Shape for every new invitee created in Calendly
When a new invitee is created in Calendly, let this workflow streamline your process by creating a new record in Shape. This automation lets you instantly translate your planned meetings into actionable data, saving you precious administrative time. Utilize this workflow and focus on preparing your meetings instead of managing data.
When a new invitee is created in Calendly, let this workflow streamline your process by creating a new record in Shape. This automation lets you instantly translate your planned meetings into actionable data, saving you precious administrative time. Utilize this workflow and focus on preparing your meetings instead of managing data.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Record
Create a new record within the CRM
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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 Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
