Altitude CRM + Calendly

Add new Calendly invitees as Altitude CRM contacts

Every booked meeting is a potential opportunity, but only if it makes it into your CRM. This automation creates a contact in Altitude CRM whenever a new invitee is created in Calendly, so scheduled meetings turn into trackable relationships instantly. Capture meeting details automatically and keep your follow-up organized from the moment someone books time with you.

When this happens...
Invitee Created
Triggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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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
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
- 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
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUIDRequired
Action
Search

- SearchRequired
Action
Search
- ListRequired
Trigger
Instant
Try It
- ContactRequired
- ListRequired
Action
Write
- ContactRequired
- ListRequired
Action
Write
- Email AddressRequired
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUIDRequired
Action
Search
Contact Created or Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Dear (Salutation)
- Phone
- Status
- Street Address
- Street Address 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Tags
- Household Name
Action
Write
- ContactRequired
- First Name
- Last Name
- Email
- Phone
- Status
- Street Address
- Street Address 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write

About Altitude CRM

Altitude CRM is an AI-native CRM for financial advisors that combines client data, workflows, and intelligent guidance to help teams act with clarity.

Related categories

CRM (Customer Relationship Management)

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

Altitude CRM + Calendly

Add new Calendly invitees as Altitude CRM contacts

Supported triggers and actions

Event Canceled

Invitee Created

Meeting Recap Created

Cancel an Event

Book Meeting for Invitee

Cancel Scheduled Event

Find Meeting Recap

Find User

Contact Removed From List

Add Contact to List

Remove Contact From List

Find Contact by Email

Invitee Canceled

Invitee No Show Created

New Routing Form Submission

Create One-Off Meeting Link

Mark Invitee as No Show

Find Event

Find Meeting Recap Transcript

Contact Created or Updated

New Contact in List

Create Contact

Update Contact

About Altitude CRM

Related categories

About Calendly

Related categories