Calendly + deal.ai
Create new deal.ai contacts each time an invitee is created in Calendly
This workflow springs into action whenever a new invitee is added on Calendly. The automation then smoothly adds that contact into deal.ai, ensuring you keep track of all your important meetings in one place. Not only does this save valuable time, but it also eliminates the need for manual data entry, allowing you to focus on building connections and closing deals.
This workflow springs into action whenever a new invitee is added on Calendly. The automation then smoothly adds that contact into deal.ai, ensuring you keep track of all your important meetings in one place. Not only does this save valuable time, but it also eliminates the need for manual data entry, allowing you to focus on building connections and closing deals.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Insert Contact
Inserts a contact into a funnel.
- 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