Calendly + LeadConnector
Create Calendly meetings when LeadConnector stages are updated
Keep your calendar in sync with your sales process using this workflow. When a lead moves to a new stage in your LeadConnector pipeline, this automation will help you schedule a one-off meeting in Calendly. It's a simple, efficient way to ensure you're always on top of your schedule, allowing you to focus on what's most important - closing more deals.
Keep your calendar in sync with your sales process using this workflow. When a lead moves to a new stage in your LeadConnector pipeline, this automation will help you schedule a one-off meeting in Calendly. It's a simple, efficient way to ensure you're always on top of your schedule, allowing you to focus on what's most important - closing more deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create One-Off Meeting
Creates a new one-off meeting in Calendly.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Event Canceled
Triggers when an event is canceled.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Campaign IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Free Plan Copy
Webhook subscription scopeRequired
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