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Calendly + JobTread

Create new JobTread customers from new Calendly invitees

Automate your workflow by connecting Calendly and JobTread. When a new invitee is added on Calendly, this workflow instantly creates a customer record in JobTread. It's an efficient solution to ensure all your Calendly invitees are immediately tracked as customers in JobTread, saving you time and boosting productivity.

Automate your workflow by connecting Calendly and JobTread. When a new invitee is added on Calendly, this workflow instantly creates a customer record in JobTread. It's an efficient solution to ensure all your Calendly invitees are immediately tracked as customers in JobTread, saving you time and boosting productivity.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    JobTreadJobTread
    Create Customer

    Create a new customer including optional contacts, locations, and jobs.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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
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About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories