Calendly + MyCase
Create new leads in MyCase for every new invitee in Calendly
When a new invitee is added in Calendly, this automation creates a new lead in MyCase instantly, streamlining your client management process and saving you time. Instead of manually importing user details, let this workflow do the work for you. Seamlessly integrating the functionality of both apps, it enhances your productivity and ensures that no potential client slips through the cracks.
When a new invitee is added in Calendly, this automation creates a new lead in MyCase instantly, streamlining your client management process and saving you time. Instead of manually importing user details, let this workflow do the work for you. Seamlessly integrating the functionality of both apps, it enhances your productivity and ensures that no potential client slips through the cracks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead.
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