Calendly + FieldPulse
Create new FieldPulse customers from newly created Calendly invitees
Streamline your customer management process with this workflow. When a new invitee is added in Calendly, it instantly creates a new customer profile in FieldPulse. This way, you never miss out on adding a potential client to your database and can provide timely service. Make your customer management swift and efficient with this seamless connection between Calendly and FieldPulse.
Streamline your customer management process with this workflow. When a new invitee is added in Calendly, it instantly creates a new customer profile in FieldPulse. This way, you never miss out on adding a potential client to your database and can provide timely service. Make your customer management swift and efficient with this seamless connection between Calendly and FieldPulse.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Trigger when a new customer is added.
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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