Calendly + Overloop

Exclude new Calendly invitees from Overloop prospects

Streamline your sales process with this Calendly to Overloop workflow. As soon as a new invitee is added in Calendly, the workflow ensures they are excluded as a prospect in Overloop. This saves you time and avoids redundancy, allowing you to focus on nurturing worthwhile leads. With this automation, your sales team can be more effective and focused.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Exclude Prospect
Add a prospect to the exclusion list.
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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Deal Created
Triggers when a new deal is created.
Trigger
Scheduled
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Deal Won
Triggers when a new deal is won.
Trigger
Scheduled
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Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Scheduled
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User Created
Triggers when a new user is created.
Trigger
Scheduled
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Organization Created
Triggers when a new organization is created.
Trigger
Scheduled
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Scheduled
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- Title
- Value
- Expected Close Date
- Owner
- PipelineRequired
- Prospect
- Organization
Action
Write
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- OrganizationRequired
- WorkflowRequired
Action
Write
- Prospect EmailRequired
Action
Write
- IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company
- Domain
Action
Write
- IdRequired
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…Required
Action
Search
- Expression to searchRequired
Action
Search

- Webhook subscription scopeRequired
Trigger
Instant
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Deal Lost
Triggers when a new deal is lost.
Trigger
Scheduled
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Scheduled
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List Created
Triggers when a new list is created.
Trigger
Scheduled
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Stage Created
Triggers when a new stage is created.
Trigger
Scheduled
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Workflow Created
Triggers when a new worklow is created.
Trigger
Scheduled
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Prospect Created
Triggers when a new prospect is created.
Trigger
Scheduled
Try It
- ProspectRequired
- CampaignRequired
Action
Write
- NameRequired
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- DealRequired
- WorkflowRequired
Action
Write
- ProspectRequired
- WorkflowRequired
Action
Write
- IDRequired
Action
Write
- IdRequired
- PipelineRequired
Action
Write
- IdRequired
- Title
- Value
- Expected Close Date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or emailRequired
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- NameRequired
Action
Search
- Expression to search…Required
Action
Search

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 Help

Related categories

Scheduling & Booking

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Calendly + Overloop

Exclude new Calendly invitees from Overloop prospects

Invitee Canceled

Deal Created

Deal Won

Campaign Created

Pipeline Created

User Created

Organization Created

Prospect Replied

Create Deal

Title

Value

Expected Close Date

Owner

PipelineRequired

Prospect

Organization

Create Prospect

Email

Title

First Name

Last Name

Jobtitle

Phone

Country

State

Zip

City

Organization

Industry

Description

Website

Linkedin Profile

Lists

Owner

Enroll Organization

OrganizationRequired

WorkflowRequired

Exclude Prospect

Prospect EmailRequired

Mark Deal as Won

IDRequired

Search Email

First NameRequired

Last NameRequired

Company

Domain

Update Organization

IdRequired

Name

Website

Phone

Email

Country

City

State

Address

Owner

Description

Search Deal

Expression to search…Required

Search Organization

Expression to searchRequired

Invitee Created

Webhook subscription scopeRequired

Deal Lost

New Exclusion List Item

List Created

Stage Created

Workflow Created

Prospect Created

Add Prospect to Campaign

ProspectRequired

CampaignRequired

Create Organization

NameRequired