Calendly + Relate
Create new Relate orgs, contacts, deals, and notes when new Calendly invitees are created
With this workflow, as soon as a new invitee is created in Calendly, it triggers a process in Relate. The automation will create an organization, contact, deal, and note in Relate. This seamless process ensures every new appointment in Calendly is accurately registered in Relate without any manual intervention, greatly enhancing your productivity and data management.
With this workflow, as soon as a new invitee is created in Calendly, it triggers a process in Relate. The automation will create an organization, contact, deal, and note in Relate. This seamless process ensures every new appointment in Calendly is accurately registered in Relate without any manual intervention, greatly enhancing your productivity and data management.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Org & Contact & Deal & Note
Create new organization, contact, deal and note
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Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItDeal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
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