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.

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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Altitude CRMAltitude CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • 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
    • 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
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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)
calendly logo
calendly logo

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