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.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Update a Joinpoint
Update the properties of a Joinpoint.
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