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Attio + Calendly + Formatter by Zapier

Create persons and entries in Attio when new Calendly Invites are accepted

Manually updating your CRM when a lead accepts your Calendly invite is difficult and time consuming. With this Zap, a new person and collection entry will be automatically made in Attio when a lead accepts their Calendly invite, freeing up your time for other tasks.

Manually updating your CRM when a lead accepts your Calendly invite is difficult and time consuming. With this Zap, a new person and collection entry will be automatically made in Attio when a lead accepts their Calendly invite, freeing up your time for other tasks.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this...
    AttioAttio
    Find or Create Person

    Please use the new "Create or Update Record" action instead.

    ActionWrite
  5. then do this!
    AttioAttio
    Find or Create Entry

    Please use Create List Entry instead.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It

    • TransformRequired

    Action
    Write

    • TransformRequired

    Action
    Write

    • ListRequired

    Trigger
    Instant
    Try It
attio logo
attio logo

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories