Calendly + Referral Factory
Create new Referral Factory users when invitees are added in Calendly
When a new invitee is added in Calendly, this workflow streamlines your tasks by instantly qualifying the user with their email in Referral Factory. No longer will you have to manually qualify users each time, instead, the process is handled for you, providing a seamless connection between Calendly and Referral Factory. This solution is perfect for time-efficiency and ensuring every new invitee is promptly put through the referral process.
When a new invitee is added in Calendly, this workflow streamlines your tasks by instantly qualifying the user with their email in Referral Factory. No longer will you have to manually qualify users each time, instead, the process is handled for you, providing a seamless connection between Calendly and Referral Factory. This solution is perfect for time-efficiency and ensuring every new invitee is promptly put through the referral process.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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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
