Calendly + Callingly

Trigger Callingly to call new leads when invitees are created in Calendly

Enhance your sales process by having timely engagement with new invitees in Calendly. This automation starts the Call Lead function in Callingly as soon as a new invitee is added in Calendly. This process eradicates the need for manual entries, hence increasing your efficiency and accuracy in managing your sales operations.

When this happens...
Invitee Created
Triggers when an invitee schedules an event.
TriggerInstant
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Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
- 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
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUIDRequired
Action
Search

- SearchRequired
Action
Search
- Updated Field
- Team
- Filter
Trigger
Instant
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- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone NumberRequired
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUIDRequired
Action
Search
Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
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- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Scheduled TimeRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write
- Phone NumberRequired
Action
Search

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