Calendly + PersistIQ

Update prospect status in PersistIQ when new invitees are created in Calendly

Streamline your sales pipeline with this convenient workflow. With this setup, whenever a new invitee is created in Calendly, their respective status will be updated in PersistIQ. This allows for immediate and seamless updates, keeping your sales prospect data current and accurate. Enjoy a more efficient process and spend less time on manual updates.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Update Prospect Status
Updates prospect status.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

- Event UUIDRequired
Action
Search
New Prospect
Triggers when a new prospects is created.
Trigger
Instant
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- Domain NameRequired
Action
Write
Create or Update Prospect
Creates or updates a prospect.
Action
Write
- CampaignRequired
- EmailRequired
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
- 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
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
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- CampaignRequired
- Prospect EmailRequired
- Mailbox Id
Action
Write
- EmailRequired
- First Name
- Last Name
- Address
- City
- State
- Phone
- Website
- Company
- Title
- Industry
- Snippet1
- Snippet2
Action
Write
- Prospect EmailRequired
- Lead Status
Action
Write

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