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Calendly + Eazy CXM integrations
Create Google Calendar events via Calendly for new Eazy CXM lead status changes
Stay on top of every lead transition—when a lead's status changes in Eazy CXM, automatically create a Google Calendar event via Calendly so your team has a built-in reminder to follow up at the right time.
- When this happens...Lead Status ChangedTriggers when a lead status changes.
- automatically do this!Book Meeting for InviteeCreates a new scheduled event with an invitee. Standard notifications, calendar invites, and workflows run as if booked via the Calendly UI.
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More things you can do with Eazy CXM and Calendly
Discover other triggers and actions you can use with Eazy CXM and Calendly
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Deal Won
Triggers when a deal is marked as won .
Try ItTriggerInstant - Lead Status Changed
Triggers when a lead status changes.
Try ItTriggerInstant - EmailRequired
- Full Name
- First Name
- Last Name
- Phone
- Secondary Email
- Role / Job Title
- Fax
- Skype ID
- Twitter Handle
ActionWrite
- New Deal .
Triggers when a new deal is created.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New Meeting
Triggers when a new meeting is created.
Try ItTriggerInstant - Deal NameRequired
- Description
- Deal Value
- Expected Close Date of the deal
- Status
- Deal Type
- Pipeline
ActionWrite
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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