Calendly + SAM.ai
Create new SAM.ai opportunities from newly created Calendly invitees
With this workflow, you can effortlessly manage your leads. When a new invitee is added in Calendly, it creates an opportunity in SAM.ai instantly. This ensures all your potential client meetings are tracked efficiently, providing a seamless integration between your scheduling and sales tracking process, saving you valuable time.
With this workflow, you can effortlessly manage your leads. When a new invitee is added in Calendly, it creates an opportunity in SAM.ai instantly. This ensures all your potential client meetings are tracked efficiently, providing a seamless integration between your scheduling and sales tracking process, saving you valuable time.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Action Opportunity
Action for when we add an opportunity(s).
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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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About SAM.ai
SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.
