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Calendly + Joinpoints + Formatter by Zapier

Add new Calendly invitations to Joinpoint deal entries

Use this integration to import demo requests or new leads into Joinpoints from Calendly. It automatically creates a new lead (the contact person and the company behind the person), as well as a new opportunity/project if the sender of the invitation is not stored in Joinpoints.

Use this integration to import demo requests or new leads into Joinpoints from Calendly. It automatically creates a new lead (the contact person and the company behind the person), as well as a new opportunity/project if the sender of the invitation is not stored in Joinpoints.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  4. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  5. then do this!
    JoinpointsJoinpoints
    Update a Joinpoint

    Update the properties of a Joinpoint.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
calendly logo
calendly logo

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 more

Related categories

  • Scheduling & Booking
joinpoints logo
joinpoints logo

About Joinpoints

Joinpoints is a platform for creating digital recurring workflows in order to perform and automate them in your company.

Related categories

formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

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