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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. long arrow
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    When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event.

    TriggerInstant
  2. long arrow
    short arrow
    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. long arrow
    short arrow
    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. long arrow
    short arrow
    then do this...
    AttioAttio
    Find or Create Person

    Find or create a Person.

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

    Find or Create an Entry in a Collection.

    ActionWrite

Supported triggers and actions

What does this mean?
attio logo
attio logo
attio logo

About Attio

Attio is a CRM platform designed to be a collaborative space for teams' workflows and relationships.

Related categories

  • CRM (Customer Relationship Management)
calendly logo
calendly logo
calendly logo

Related categories

formatter logo
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

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