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.
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
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a Lead in the system.
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking