Create opportunities and leads in OfficeRnD from new Calendly bookings
When this happensStep 1: Invitee Created
Then do thisStep 2: Create Opportunity
Automate and improve your lead management process by automatically creating new leads and opportunities in OfficeRnD after a prospect books a tour via Calendly with this Zapier integration. That way, you can easily follow up with the new prospect and track their status.
Note: Make sure you've set up your meeting link in Calendly to require enough questions to be answered (such as "What is your Company Name") to be able to create Leads and Opportunities with enough details in OfficeRnD.
How this Calendly - OfficeRnD integration works:
- A new booking is created in Calendly
- Zapier creates a new Member and Opportunity in OfficeRnD