Calendly + eForma
Create eForma leads from new Calendly invitees
Effortlessly manage new appointments and leads with this convenient workflow. When a new invitee is created in Calendly, a lead is instantly created in eForma for seamless organization and communication. Save time by streamlining your appointment scheduling and lead management processes with this powerful automation.
Effortlessly manage new appointments and leads with this convenient workflow. When a new invitee is created in Calendly, a lead is instantly created in eForma for seamless organization and communication. Save time by streamlining your appointment scheduling and lead management processes with this powerful automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new Lead
- 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
