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Calendly + Planning Pod

Create new Planning Pod leads from Calendly invitees

Effortlessly keep track of new appointments with this Calendly-Planning Pod workflow. When an invitee schedules a meeting in Calendly, a lead is created in Planning Pod to stay organized and informed. No more manual data entry - save time and focus on your clients while this automation takes care of your scheduling needs.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create LeadTriggers when a new lead is created.
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More things you can do with Calendly and Planning Pod

Discover other triggers and actions you can use with Calendly and Planning Pod

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write

- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
New Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Deposit
Triggers when a new deposit is created.
Trigger
Polling
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New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Proposal
Triggers when a new proposal has been created.
Trigger
Polling
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New To-Do
Triggers when a new to-do is created in an event.
Trigger
Polling
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- Event Name (Tentative)
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Event Start Date (Tentative)
  Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
New Attendee
Triggers when a new attendee is created in an event.
Trigger
Polling
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New Contract Signature
Triggers when a contract has been signed.
Trigger
Polling
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New Form Response
Triggers when a new form response is captured.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Polling
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New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

HelpHelp

Related categories

Event Management