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Calendly + Perfex CRM

Create new leads in Perfex CRM for each new invitee in Calendly

Streamline your client onboarding process by connecting Calendly and Perfex CRM. With this workflow, whenever a new invitee is created in Calendly, a new lead is instantly created in Perfex CRM. This not only ensures consistent data entry but also allows you to promptly take action to convert your leads into customers.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create LeadCreates a Lead in the system.
ActionWrite

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More things you can do with Calendly and Perfex CRM

Discover other triggers and actions you can use with Calendly and Perfex CRM

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It

- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write

- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
- Custom Field UUID
- Custom Field Value
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Date
  Required
- Open Till Date
- Currency Id
  Required
- Email
  Required
- Discount Type
- Status Id
- Assigned id
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Item Descption
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- ID
  Required
Action
Search

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
- Custom Field UUID
- Custom Field Value
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Exclude
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
- Exclude
Action
Search
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Project Name
  Required
- Related Type
  Required
- Client ID
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task Name
  Required
- Start Date
  Required
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
- Tags
- Description
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Estimate Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Description
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
  Required
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- ID
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)