Builder Prime + Calendly
Create client records in Builder Prime from new invitees in Calendly
Looking for a more efficient way to prep your follow-up workflows? If a new lead schedules an appointment with you in Calendly, this Zap will automatically send the data over from the form they filled out to set up that new lead in Builder Prime.
Looking for a more efficient way to prep your follow-up workflows? If a new lead schedules an appointment with you in Calendly, this Zap will automatically send the data over from the form they filled out to set up that new lead in Builder Prime.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client Record
Creates a new client record.
- Free forever for core features
- 14 day trial for premium features & apps
Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
First Name
Last Name
Email Address
Company Name
Lead StatusRequired
Lead Source
Interested In
Class
Mobile Phone
Home Phone
Work Phone
Address Line 1
Address Line 2
City
State
Zip / Postal Code
Best Time to Contact
Preferred Contact Method
External System Identifier
Building Type
Notes
Webhook subscription scopeRequired
Try ItMark Invitee as No Show
Marks a specific invitee as a no show.
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.