Calendly + Financial Cents
Create new Financial Cents contacts from newly created Calendly invitees
Streamline your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding contact is created in Financial Cents. This ensures you never miss out on important clients and maintains your financial data organization, saving you precious time and effort on manual data entry.
Streamline your client management process with this efficient workflow. When a new invitee is added in Calendly, a corresponding contact is created in Financial Cents. This ensures you never miss out on important clients and maintains your financial data organization, saving you precious time and effort on manual data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact, probably with input from previous steps.
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