Calendly + Clienty

Calendly + Clienty integrations

Create new Clienty leads when new invitees are added in Calendly

When someone books a meeting through Calendly, this workflow ensures their details are promptly captured in Clienty as a new lead. This smooth integration between Calendly and Clienty helps to streamline your lead management process. No manual data entry is needed, allowing you to focus more on meeting your clients' needs rather than organizing their information.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create New LeadCreates a new lead in the system
ActionWrite

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More things you can do with Calendly and Clienty

Discover other triggers and actions you can use with Calendly and Clienty

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- 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 UUID
  Required
Action
Search

- Search
  Required
Action
Search
New Lead
Triggers when a new Lead is created.
Trigger
Instant
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New Task
Triggers when a new Task is created.
Trigger
Instant
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- ID prospecto
  Required
- Estado
  Required
Action
Write
- ID prospecto
  Required
- Monto de venta
  Required
- Descripción
- Fecha de venta (dd-mm-aaaa hh:mm)
Action
Write
- Email body
  Required
- Custom variables prompts
- Custom prompt
Action
Write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
Lead Status Changed
Triggered when the status of a Lead is changed.
Trigger
Instant
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New Sale
Triggers when a new sale is created.
Trigger
Instant
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- ID prospecto
  Required
- Name
- Last Name
- Email
- Email 2
- Phone
- Phone 2
- Company
- Quality
- Acquisition Channel Name
- Custom Fields
Action
Write
- ID prospecto
  Required
- Monto del presupuesto
  Required
- Descripción
- Fecha del presupuesto (dd-mm-aaaa hh:mm)
Action
Write
- Name
- Last name
- Email
- Phone
- Company
- Message
- Acquisition channel
- Note
- Other fields
- Custom fields
- utm_source
- utm_medium
- utm_content
- utm_campaign
- utm_keywords
Action
Write
- Search
- Lead ID
- Quality
- User ID
- Status ID
- Tag ID
- Landing ID
- Acquisition channel ID
- Sort
- Page
- Limit
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.

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Related categories

Scheduling & Booking

About Clienty

Clienty centralizes and automates your business process by better tracking prospects.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new Clienty leads from new Calendly invitees

Related Zap Templates

Create new Clienty leads from new Calendly invitees