Agile CRM + Calendly
Create or update Agile CRM contacts when new Calendly invitees are created
Effortlessly maintain your CRM contacts with this Calendly-Agile CRM integration. Whenever a new invitee is created in Calendly, this workflow will automatically create or update their contact information in Agile CRM. Save time and ensure your CRM is always up-to-date with the latest client information without manual intervention.
Effortlessly maintain your CRM contacts with this Calendly-Agile CRM integration. Whenever a new invitee is created in Calendly, this workflow will automatically create or update their contact information in Agile CRM. Save time and ensure your CRM is always up-to-date with the latest client information without manual intervention.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
