Calendly + Capsule CRM
Create tasks in Capsule CRM for new Calendly invitees
Stay organized and never miss a meeting with this Calendly and Capsule CRM workflow. Each time a new invitee is created in Calendly, a task will be created in Capsule CRM to help you easily manage your appointments. Keep your schedule streamlined and your CRM up-to-date with this efficient automation.
Stay organized and never miss a meeting with this Calendly and Capsule CRM workflow. Each time a new invitee is created in Calendly, a task will be created in Capsule CRM to help you easily manage your appointments. Keep your schedule streamlined and your CRM up-to-date with this efficient automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Task
Creates a new Task.
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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.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
