Calendly + FreedomSoft

Create new FreedomSoft leads for newly created Calendly invitees

Streamline your real estate management process with this workflow, generated when a new invitee is created in Calendly, resulting in the creation of a buyer lead in FreedomSoft. Not only does this efficient pairing enable thorough lead tracking, it also alleviates you from burdensome manual tasks, ensuring no potential buyer goes unnoticed.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
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Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

- Event UUIDRequired
Action
Search
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
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New Task
Triggers when a new task record is created.
Trigger
Instant
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Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Buyer Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- 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
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
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New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
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Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- TitleRequired
- DescriptionRequired
- Due DateRequired
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Seller Lead IDRequired
- StatusRequired
Action
Write
- Search OnRequired
- Search ValueRequired
Action
Search

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