Calendly + Pipefile
Create new Pipefile contacts from newly created Calendly invitees
Ensure a seamless workflow by automatically creating a contact in PipeDrive once a new invitee is added in Calendly. This automation helps to keep track of all your invitees in your CRM without doing manual data entry, streamlining your processes and saving valuable time.
Ensure a seamless workflow by automatically creating a contact in PipeDrive once a new invitee is added in Calendly. This automation helps to keep track of all your invitees in your CRM without doing manual data entry, streamlining your processes and saving valuable time.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Add to contacts
- Free forever for core features
- 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 Pipefile
Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving