Calendly + Capsule CRM
Create new opportunities in Capsule CRM for every new invitee in Calendly
Start turning your Calendly invitees into potential business opportunities right away with this efficient workflow. When a new invitee comes on board in Calendly, an opportunity is instantly created in Capsule CRM. This means you can smoothly manage your customer relationship and enhance your sales process, as every new invitee is instantly recognized as a potential business opportunity in your CRM.
Start turning your Calendly invitees into potential business opportunities right away with this efficient workflow. When a new invitee comes on board in Calendly, an opportunity is instantly created in Capsule CRM. This means you can smoothly manage your customer relationship and enhance your sales process, as every new invitee is instantly recognized as a potential business opportunity in your CRM.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Opportunity
Creates a new Opportunity.
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