Calendly + LeadConnector
Create and manage LeadConnector opportunities when new Calendly invitees are added
Improve your client management strategy with this workflow. When a new guest is added in Calendly, it promptly reflects in LeadConnector as a new or updated opportunity. This provides a viable way of keeping track of potential clients and optimizes your sales approach, offering a convenient, time-efficient solution.
Improve your client management strategy with this workflow. When a new guest is added in Calendly, it promptly reflects in LeadConnector as a new or updated opportunity. This provides a viable way of keeping track of potential clients and optimizes your sales approach, offering a convenient, time-efficient solution.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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- 14 day trial for premium features & apps
Webhook subscription scopeRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Webhook subscription scopeRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
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.
Related categories
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
