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Calendly + Dealboard

Calendly + Dealboard integrations

Create Dealboard leads from new Calendly invitees

Someone booking time with you is a lead, and they should be in your pipeline before the meeting happens. This integration automatically creates a lead in Dealboard whenever a new invitee schedules through Calendly, with their name and email attached. The lead is waiting in Dealboard's inbox when you get off the call, ready to promote to a deal while the conversation is fresh.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in the inbox, with source and campaign attribution.
ActionWrite

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More things you can do with Calendly and Dealboard

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

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It

- Routing Form
Trigger
Instant
Try It
- 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

- 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
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
- Custom Field UUID
- Custom Field Value
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
- Deal
  Required
- Note
  Required
Action
Write
- Board
- First Name
- Last Name
- Work Email
- Phone
- Company
- Company Website
- Message
- How They Heard About You
- Source
- Submitted from URL
- Page Title
- Referrer
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Google Ads Click Parameter (GCLID)
Action
Write
- Board
- Deal
  Required
- Deal Name
- Company
- Amount
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write
- Name or Company
  Required
- Board
  Required
- Which Deals
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Search or write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
- Custom Field UUID
- Custom Field Value
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Exclude
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
- Exclude
Action
Search
- Board
  Required
- Only These Stages
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write
- Board
  Required
- Deal
  Required
- Move to Stage
  Required
Action
Write
- Name or Company
  Required
- Board
- Which Deals
Action
Search

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

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Related categories

Scheduling & Booking

About Dealboard

Dealboard is a visual deal tracker for founders and small teams who would rather close deals than configure software.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)