Create new Contractor Foreman customers from new Calendly invitees
Streamline your event and customer management with this efficient workflow. When a new invitee is added in Calendly, a corresponding customer profile is instantly created in Contractor Foreman. This seamless integration makes event organization simpler by ensuring all participants are promptly accounted for in Contractor Foreman, saving you crucial administration time.
Streamline your event and customer management with this efficient workflow. When a new invitee is added in Calendly, a corresponding customer profile is instantly created in Contractor Foreman. This seamless integration makes event organization simpler by ensuring all participants are promptly accounted for in Contractor Foreman, saving you crucial administration time.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Creates a new customer in Contractor Foreman.
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