AgencyZoom + Calendly

Create tasks in AgencyZoom for new invitees created in Calendly

Make the most out of your Calendly meetings by integrating it with AgencyZoom. With this workflow, every time you secure a new meeting in Calendly, a task is instantly created in AgencyZoom. This streamlined process ensures you never miss a follow-up task and keeps your team on the same page for every upcoming engagement. Increase productivity and efficiency while ensuring comprehensive customer service.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Task
Create a task in Agencyzoom.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- 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
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It

- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more

Related categories

Scheduling & Booking

Related Zap Templates

Create AgencyZoom business leads from new Calendly invitees

Create AgencyZoom service requests from new Calendly invitees

AgencyZoom + Calendly

Create tasks in AgencyZoom for new invitees created in Calendly

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

Lead Status Change

Create a Note

Create Personal Lead

Create Service Request

Find a Lead

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

Lead Created

New Policy Sold

Create Business Lead

Update Lead

Create Task

About AgencyZoom

Related categories

Similar apps

Zapier Interfaces

About Calendly

Related categories

Related Zap Templates

Related Zap Templates