Calendly + Gainsight

Calendly + Gainsight integrations

Update or create a new person in Gainsight when a Calendly meeting is booked

Capture valuable customer data automatically from those who book meetings with you. When an invitee books a meeting in Calendly, update or create a new person in Gainsight.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Upsert PersonAllows the user to create/update a person with dynamic input fields
ActionWrite

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More things you can do with Calendly and Gainsight

Discover other triggers and actions you can use with Calendly and Gainsight

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- 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
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- Object Name
- Action
  Required
- Update Key
Action
Write
- Object Name
  Required
- Action
  Required
- Update Key
Action
Write
- User E-mail
  Required
Action
Search

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Context Name
  Required
- External Record ID
  Required
- Author
  Required
- Subject
  Required
- Notes
  Required
- Date
- Activity Type ID
  Required
- Company Name
  Required
- Relationship Name
- Relationship Type
- Internal Attendees
- External Attendees
Action
Write
Upsert Person
Allows the user to create/update a person with dynamic input fields
Action
Write
- Context Name
  Required
- External Record ID
  Required
- Author
  Required
Action
Write

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 moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Gainsight

Gainsight™ is a CRM that helps businesses build deep and lasting relationships with their customers.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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