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Calendly + Quotient

Create new Quotient leads from newly created Calendly invitees

This workflow instantly turns new appointments in your Calendly account into leads in your Quotient app. As soon as you schedule a meeting, a corresponding lead is created in Quotient, streamlining your sales pipeline and helping you keep track of potential customers more efficiently. Kickstart your sales process and maximize productivity with this seamless integration.

This workflow instantly turns new appointments in your Calendly account into leads in your Quotient app. As soon as you schedule a meeting, a corresponding lead is created in Quotient, streamlining your sales pipeline and helping you keep track of potential customers more efficiently. Kickstart your sales process and maximize productivity with this seamless integration.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    QuotientQuotient
    Create Lead

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Customer Viewed Quote

    Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

    Trigger
    Instant
    Try It
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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
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.