Calendly + Ignition
Create Ignition clients when Calendly meetings are booked
When a prospect books a sales meeting, you may need to copy their details into Ignition so that you can prepare a proposal. This Calendly-Ignition integration creates clients in Ignition automatically after a Calendly meeting is booked. Now you'll always be ready to start building the proposal straight away.
When a prospect books a sales meeting, you may need to copy their details into Ignition so that you can prepare a proposal. This Calendly-Ignition integration creates clients in Ignition automatically after a Calendly meeting is booked. Now you'll always be ready to start building the proposal straight away.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client
Creates a new client.
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Webhook subscription scopeRequired
Try ItProposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try It
Webhook subscription scopeRequired
Try ItProposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try It
