Create PartnerStack customers from new Calendly invitees
Streamline your onboarding process by instantly creating new customers in PartnerStack when they schedule an appointment through Calendly. With this workflow, whenever someone books a meeting with you on Calendly, a new customer will be automatically added to PartnerStack, making it easy to track and manage your prospects in one place. Simplify your sales pipeline and focus on building relationships with your leads.
Streamline your onboarding process by instantly creating new customers in PartnerStack when they schedule an appointment through Calendly. With this workflow, whenever someone books a meeting with you on Calendly, a new customer will be automatically added to PartnerStack, making it easy to track and manage your prospects in one place. Simplify your sales pipeline and focus on building relationships with your leads.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps