Calendly + Insightly

Create new Insightly leads from Calendly invitees

Effortlessly keep your sales pipeline up-to-date with this Calendly and Insightly integration. Whenever a new invitee is created in Calendly, a lead will be generated in Insightly, keeping your team informed and ensuring timely follow-ups. This automatic workflow ensures you never miss an opportunity to connect with potential clients and build lasting relationships.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Record
Creates a Record
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search

- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
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.

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Related categories

Scheduling & Booking

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more Help