Create quotes in Invoice Ninja for new invitees in Calendly
Start turning new Calendly attendees into potential sales in no time with this streamlined process. When someone books an event with you on Calendly, this workflow will then create a quote in Invoice Ninja. It's a great way to promptly approach new attendees with tailored offers, saving you precious time and improving your customer service. This setup ensures a more efficient sales process and gets you one step closer to closing the deal.
Start turning new Calendly attendees into potential sales in no time with this streamlined process. When someone books an event with you on Calendly, this workflow will then create a quote in Invoice Ninja. It's a great way to promptly approach new attendees with tailored offers, saving you precious time and improving your customer service. This setup ensures a more efficient sales process and gets you one step closer to closing the deal.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Quote
Creates a new qoute.
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