Calendly + Site2CRM

Calendly + Site2CRM integrations

Send new Calendly invitees to Site2CRM as leads

Managing meeting bookings across multiple tools often requires manually copying contact details, which increases the risk of missed follow ups and lost opportunities. This Zap automatically creates a new lead in Site2CRM whenever someone schedules a meeting through Calendly. Your CRM stays updated in real time without manual data entry, allowing your sales team to focus on preparation and closing rather than administrative work.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
TriggerInstant
automatically do this!
Create LeadCreates a new lead with contact information.
ActionWrite

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More things you can do with Calendly and Site2CRM

Discover other triggers and actions you can use with Calendly and Site2CRM

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
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

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
Action
Search
Lead Updated
Triggers when a lead's information is changed.
Trigger
Instant
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New Form Submission
Triggers when a form is submitted on your website.
Trigger
Instant
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- Lead ID
  Required
- Note
  Required
Action
Write
- Lead ID
  Required
- Name
- Email
- Phone
- Company
- Status
- Notes
Action
Write

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Routing Form
Trigger
Instant
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- 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
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
Lead Captured From Chat
Triggers when AI chat captures a lead's email or phone number.
Trigger
Instant
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New AI Chat Conversation
Triggers when an AI chat conversation starts on your website.
Trigger
Instant
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New Lead
Triggers when a new lead is captured via form or AI chat.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Company
- Source
- Notes
Action
Write

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Site2CRM

Site2CRM is a lead capture platform that connects website form submissions, booking forms, and AI chat conversations directly to your CRM in real-time.

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Related categories

Beta

CRM (Customer Relationship Management)