Calendly + MyCRM Leads

Create new MyCRM Leads for each new Calendly invitee created

This workflow springs to action with a new invitee in Calendly, and swiftly creates a new lead in your MyCRM Leads. It eases the process of lead management by saving you from manual data entry, reducing chances of errors. Stay organized and efficient by using this workflow that seamlessly links your appointments to potential business opportunities.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create a Lead
Creates a basic lead
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- Title
- First NameRequired
- Preferred Name
- Last NameRequired
- EmailRequired
- MobileRequired
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
Action
Write

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