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.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Find or Create Person
Find or create a Person.
- then do this!Find or Create Entry
Find or Create an Entry in a Collection.
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