Calendly + Pipeline
Create Pipeline asks for new Calendly events
Tired of spending precious meeting time gathering data? Use this Zapier integration to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you. After they book a a new meeting with you, a Pipeline ask will be created automatically. Help your customers complete critical administrative tasks before your meeting, ex: fill out a questionnaire, upload files, confirm system settings, etc.
Tired of spending precious meeting time gathering data? Use this Zapier integration to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you. After they book a a new meeting with you, a Pipeline ask will be created automatically. Help your customers complete critical administrative tasks before your meeting, ex: fill out a questionnaire, upload files, confirm system settings, etc.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Ask
Creates an Ask with you as the submitter
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