Calendly + eForma

Calendly + eForma integrations

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.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

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More things you can do with Calendly and eForma

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

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
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

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- First Name
  Required
- Last Name
- Email
  Required
- Phone Number
  Required
- Date of Birth
- Country
- Source
  Required
- Address
- City
- Zipcode
- Staff
Action
Write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
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- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
New Lead
Triggers when a new Lead is created.
Trigger
Polling
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About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

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Related categories

Scheduling & Booking

About eForma

Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.

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Related categories

CRM (Customer Relationship Management)

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