Update opportunities in Close when new invitees are created in Calendly
Keep your sales process streamlined by automatically updating opportunities in the Close app whenever a new invitee is created in Calendly. This workflow helps you stay on top of every potential deal by ensuring that every new meeting scheduled is efficiently reflected in your Close opportunities. Never miss a connection or lose track of an opportunity again with this simple automation.
Keep your sales process streamlined by automatically updating opportunities in the Close app whenever a new invitee is created in Calendly. This workflow helps you stay on top of every potential deal by ensuring that every new meeting scheduled is efficiently reflected in your Close opportunities. Never miss a connection or lose track of an opportunity again with this simple automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Update Opportunity
Updates an existing Opportunity.
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