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AgencyZoom + Calendly

AgencyZoom + Calendly integrations

Create AgencyZoom service requests from new Calendly invitees

Simplify your scheduling tasks with this workflow. When a new invitee is added in Calendly, it creates a service request in AgencyZoom instantly. Save time and eliminate the need for manual data entry, allowing you to focus more on delivering quality services.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create Service RequestCreate a service request in Agencyzoom.
ActionWrite

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More things you can do with Calendly and AgencyZoom

Discover other triggers and actions you can use with Calendly and AgencyZoom

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write

- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
Lead Stage Change
Triggers when the stage of a Lead changes.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

About AgencyZoom

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create AgencyZoom business leads from new Calendly invitees

Create tasks in AgencyZoom for new invitees created in Calendly