Create new notes in Bullhorn CRM whenever new invitees are created in Calendly
Streamline your client management process with this workflow. When a new invitee is added in Calendly, a corresponding note is immediately created in your Bullhorn CRM. This ensures you keep a comprehensive record of each interaction, saving you time on admin tasks and improving client relationships. Harness the power of automation to boost your business efficiency.
Streamline your client management process with this workflow. When a new invitee is added in Calendly, a corresponding note is immediately created in your Bullhorn CRM. This ensures you keep a comprehensive record of each interaction, saving you time on admin tasks and improving client relationships. Harness the power of automation to boost your business efficiency.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Note
Creates a new Note.
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Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
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


