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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.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Action OpportunityAction for when we add an opportunity(s).
ActionWrite

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More things you can do with Calendly and SAM.ai

Discover other triggers and actions you can use with Calendly and SAM.ai

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
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

- 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
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
- Custom Field UUID
- Custom Field Value
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
Active Accounts
Triggers when new account(s) is added.
Trigger
Polling
Try It
Active Contacts
Triggers when new contact(s) is added.
Trigger
Polling
Try It
Active Notes
Triggers when new note(s) is added.
Trigger
Polling
Try It
Active Tasks
Triggers when new task(s) is added.
Trigger
Polling
Try It
Update Leads
Triggers when lead(s) is updated.
Trigger
Polling
Try It
- Salutation
- Last Name
  Required
- First Name
- Title
- Email
- Phone
- Mobile Phone
- Fax
- Street
- City
- State/Province
- Zip/Postal Code
- Country
- Contact Description
Action
Write
- Salutation
- First Name
- Last Name
  Required
- Title
- Company
  Required
- Lead Status
  Required
- Email
- Phone
- Mobile Phone
- Fax
- Street
- City
- State/Province
- Zip/Postal Code
- Country
- Description
Action
Write
- Stage
- Opportunity
Action
Write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
- Custom Field UUID
- Custom Field Value
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Exclude
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
- Exclude
Action
Search
Active Categories
Triggers when a new category(ies) is created.
Trigger
Polling
Try It
Active Leads
Triggers when new lead(s) is added.
Trigger
Polling
Try It
Active Opportunities
Triggers when new opportunity(s) is added.
Trigger
Polling
Try It
Update Contacts
Triggers when contact(s) is updated.
Trigger
Polling
Try It
- Account Name
  Required
- Account Phone
- Account Fax
- Street
- City
- State/Province
- Country
- Account Description
Action
Write
- Salutation
- First Name
  Required
- Last Name
- Company
- Job Title
- Email
  Required
- Phone
- City
- State/Province
- Zip/Postal Code
- Country
- Case Number
Action
Write
- Opportunity Name
  Required
- Stage
  Required
- Close Date
  Required
- Description
Action
Write

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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