Calendly + LeadSimple
Find and update LeadSimple leads for new Calendly meetings
It's hard to keep track of new appointments with leads and it takes time to update each lead individually. This Zapier integration can help, automatically finding and updating your LeadSimple lead with the new event information from Calendly. Not only does it save on work, but it helps automate the follow up before and after the call.
It's hard to keep track of new appointments with leads and it takes time to update each lead individually. This Zapier integration can help, automatically finding and updating your LeadSimple lead with the new event information from Calendly. Not only does it save on work, but it helps automate the follow up before and after the call.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Search Lead
Searches a Lead in your account by name, contact email address or phone number, property address etc. You can specify a Pipeline to search within, otherwise it searches all Pipelines in your account.
- then do this!Update Lead
Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
- Free forever for core features
- 14 day trial for premium features & apps
