Calendly + Referral Factory

Calendly + Referral Factory integrations

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 this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
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Qualify User With EmailTriggers when a referred user successfully converts. This is when a referred lead becomes qualified.
ActionWrite

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More things you can do with Calendly and Referral Factory

Discover other triggers and actions you can use with Calendly and Referral Factory

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
- Reward
Trigger
Instant
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- User Code
  Required
Action
Write
- Campaign
  Required
- User Email
  Required
Action
Write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Routing Form
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Campaign
  Required
- Which users should we send?
  Required
Trigger
Instant
Try It
- Campaign
  Required
- First Name
  Required
- Email
  Required
- Send Notification
Action
Write
- Coupon
  Required
Action
Write

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.

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Related categories

Scheduling & Booking

About Referral Factory

The Easy Way To Build A Referral Program

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Related categories

Marketing Automation

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