Calendly + Perfex CRM
Create new Perfex CRM leads from newly invited Calendly invitees
When a new invitee is added in Calendly, this automation promptly creates a lead in Perfex CRM. This streamlines your workflow by ensuring that all your Calendly invitees are effortlessly followed up with as leads. Expediting this process saves time, improves lead management, and ultimately enhances your customer relationship management.
When a new invitee is added in Calendly, this automation promptly creates a lead in Perfex CRM. This streamlines your workflow by ensuring that all your Calendly invitees are effortlessly followed up with as leads. Expediting this process saves time, improves lead management, and ultimately enhances your customer relationship management.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates new Lead
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- 14 day trial for premium features & apps
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.
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About Perfex CRM
Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.
