Calendly + PreciseFP
Create new PreciseFP accounts for invitees when Calendly appointments are scheduled
Easily keep track of new Calendly invitees and streamline their onboarding process with this seamless automation. When an invitee is created in Calendly, a new account is instantly generated for them in PreciseFP. Save time and effort, ensuring your clients receive timely access to your services and enhancing their overall experience.
Easily keep track of new Calendly invitees and streamline their onboarding process with this seamless automation. When an invitee is created in Calendly, a new account is instantly generated for them in PreciseFP. Save time and effort, ensuring your clients receive timely access to your services and enhancing their overall experience.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Account
Creates a new client or prospect account.
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