Calendly + Salesmate
Create new Salesmate activities for each new Calendly invitee created
This workflow initiates when a new invitee is added in Calendly, resulting in an activity being created automatically in Salesmate. Optimize your sales and scheduling process by ensuring every new invitee in your calendar becomes a new task in your CRM. This workflow enhances efficiency, eliminating manual data entry and ensuring no prospect is overlooked.
This workflow initiates when a new invitee is added in Calendly, resulting in an activity being created automatically in Salesmate. Optimize your sales and scheduling process by ensuring every new invitee in your calendar becomes a new task in your CRM. This workflow enhances efficiency, eliminating manual data entry and ensuring no prospect is overlooked.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Activity
Creates a new Activity, probably with input from previous steps.
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