Calendly + Pixie + Filter by Zapier
Create clients and start jobs in Pixie from new Calendly invitees
Sales leads getting lost in the inbox noise? This Zapier automation will create a lead in Pixie and add a task to your to-do list every time a prospect schedules a new meeting in Calendly.
Sales leads getting lost in the inbox noise? This Zapier automation will create a lead in Pixie and add a task to your to-do list every time a prospect schedules a new meeting in Calendly.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
- then do this!Start Job
Starts a new job.
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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 Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.