Add new Calendly invitees as leads/clients in Radius CRM
Easily streamline your lead management process by connecting Calendly to Radius CRM with this workflow. When a new invitee is created in Calendly, a lead or client will be automatically created in Radius CRM. Save time and stay organized by ensuring all your important client information is consistently updated across platforms.
Easily streamline your lead management process by connecting Calendly to Radius CRM with this workflow. When a new invitee is created in Calendly, a lead or client will be automatically created in Radius CRM. Save time and stay organized by ensuring all your important client information is consistently updated across platforms.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead/Client
Create a Lead or Client in Radius
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Webhook subscription scopeRequired
Try ItCancel Scheduled Event
This action cancels a scheduled event in Calendly with a specified reason for the cancellation.
Update Lead/Client
Update an existing lead or client record in Radius.
Webhook subscription scopeRequired
Try ItCreate Lead/Client
Create a Lead or Client in Radius