Calendly + Followup CRM

Save Followup CRM project files with new Calendly invitees

Looking for an easy way to keep track of your project appointments? This integration can help. When a meeting is scheduled in Calendly, this zap automatically links the scheduled date into the associated file in Followup CRM.

Looking for an easy way to keep track of your project appointments? This integration can help. When a meeting is scheduled in Calendly, this zap automatically links the scheduled date into the associated file in Followup CRM.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Followup CRMFollowup CRM
    Upload File to Project

    Upload a document or image file in a specific project

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
    • 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

    Action
    Write
calendly logo
calendly logo

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.
Learn more

Related categories

  • Scheduling & Booking
followup-crm logo
followup-crm logo

About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

Related categories

  • CRM (Customer Relationship Management)

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