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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