Calendly + Freshsales Suite
Create notes in Freshsales Suite for new Calendly invitees
Effortlessly streamline your customer management process with this workflow integrating Calendly and Freshsales Suite. When a new invitee is created in Calendly, a corresponding note gets added in your Freshsales Suite. This immediate information transfer results in an enhanced sales operation, ensuring every customer detail is captured and accounted for in your CRM.
Effortlessly streamline your customer management process with this workflow integrating Calendly and Freshsales Suite. When a new invitee is created in Calendly, a corresponding note gets added in your Freshsales Suite. This immediate information transfer results in an enhanced sales operation, ensuring every customer detail is captured and accounted for in your CRM.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Add Note
Creates a note in the selected Module inside Freshsales Suite
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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
