Create new AgencyBloc individuals when new Calendly invitees are added
Streamline your client onboarding process with this seamless workflow. When a new invitee is added in Calendly, their details are instantly transferred to AgencyBloc where a new individual profile is created. This way, you eliminate manual data entry, save time and ensure accuracy, leaving you more time to focus on nurturing your client relationships.
Streamline your client onboarding process with this seamless workflow. When a new invitee is added in Calendly, their details are instantly transferred to AgencyBloc where a new individual profile is created. This way, you eliminate manual data entry, save time and ensure accuracy, leaving you more time to focus on nurturing your client relationships.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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