Calendly + Compass

Calendly + Compass integrations

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!

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create a New LeadCreate a new lead in your Compass CRM.
ActionWrite

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More things you can do with Calendly and Compass

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

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

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- 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
- First Name
- Last Name
- Email Address
- Phone Number
- Tags
Action
Write

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create new Compass leads from newly created Calendly invitees

Related Zap Templates

Create new Compass leads from newly created Calendly invitees