Calendly + Compass
Create new Compass leads from new Calendly invitees
Stay ahead with your sales game by letting this workflow streamline your process. When a new invitee signs up in Calendly, it immediately generates a new lead in Compass, keeping your customer engagement efficient and timely. No more manual data entry, just pure automatic sales progress. Experience seamless coordination between your scheduling and sales processes now!
Stay ahead with your sales game by letting this workflow streamline your process. When a new invitee signs up in Calendly, it immediately generates a new lead in Compass, keeping your customer engagement efficient and timely. No more manual data entry, just pure automatic sales progress. Experience seamless coordination between your scheduling and sales processes now!
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
