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.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new Lead.
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Webhook subscription scopeRequired
Try ItQuote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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.
Try It