Skip to content
  • Calendly logoCalendly logo
  • Capsule CRM logoCapsule CRM logo

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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Task

    Creates a new Task.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • SearchRequired

    Action
    Search
    • Free Plan Copy

    • Webhook subscription scopeRequired

    • Event Type

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
calendly logo
calendly logo

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.

Related categories

capsulecrm logo
capsulecrm logo

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.