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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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Pipeline CRMPipeline CRM
    Create Person

    Creates a new person in your PipelineDeals account.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It

    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It

    • Source

    • Status

    Trigger
    Instant
    Try It

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It

    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It

    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It

    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
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calendly logo

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 moreHelp

Related categories

  • Scheduling & Booking
pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn moreHelp

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