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.
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
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Triggers when a new lead is created.
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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