Calendly + SharpSpring
Create/update SharpSpring opportunities when new Calendly invitees are added
Efficiently manage your sales pipeline by connecting Calendly and SharpSpring. This workflow helps ensure you never miss a potential lead by creating or updating an opportunity in SharpSpring whenever a new invitee is added in Calendly. Streamline your sales process and stay on top of every opportunity with this seamless integration.
Efficiently manage your sales pipeline by connecting Calendly and SharpSpring. This workflow helps ensure you never miss a potential lead by creating or updating an opportunity in SharpSpring whenever a new invitee is added in Calendly. Streamline your sales process and stay on top of every opportunity with this seamless integration.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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