Calendly + Freshsales Suite
Create new Freshsales Suite deals when Calendly invitees are created
This workflow springs into action the moment a new invitee is added in Calendly, promptly creating a deal in the Freshsales Suite. This powerful automation ensures that every new appointment in your calendar has a corresponding deal waiting in your sales pipeline. It's an efficient way to accelerate your sales process while keeping track of all your prospective clients.
This workflow springs into action the moment a new invitee is added in Calendly, promptly creating a deal in the Freshsales Suite. This powerful automation ensures that every new appointment in your calendar has a corresponding deal waiting in your sales pipeline. It's an efficient way to accelerate your sales process while keeping track of all your prospective clients.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Deal
Creates a new deal.
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- 14 day trial for premium features & apps
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
