Calendly + Pipeline CRM
Create new people in Pipeline CRM when new invitees are created in Calendly
This workflow starts when a new invitee is added in Calendly, then a new person is created in Pipeline CRM. This streamlines your process by ensuring every new Calendly invitee is promptly added to your Pipeline CRM for seamless follow-ups and customer relationship management. With this automation, you can manage your contacts and appointments with greater efficiency and ease.
This workflow starts when a new invitee is added in Calendly, then a new person is created in Pipeline CRM. This streamlines your process by ensuring every new Calendly invitee is promptly added to your Pipeline CRM for seamless follow-ups and customer relationship management. With this automation, you can manage your contacts and appointments with greater efficiency and ease.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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- 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
