Calendly + SmartOffice

Add new Calendly invitees to SmartOffice as contacts instantly

When a new invitee is added in Calendly, streamline your workflow with this automation that instantly adds them as a new contact in SmartOffice. Simplify your process and ensure no contacts slip through the cracks by keeping your office management seamless and efficient.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Add Contact
Adds an Individual Contact (i.e., a Person) to SmartOffice
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
Try It
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
New Contact
Triggers when a contact is created in SmartOffice.
Trigger
Instant
Try It
- SubjectRequired
- Description
- Location
- Keywords
- Start TimeRequired
- End TimeRequired
- Primary Contact E-mail
- Participant E-mail
- Type
- Sub-Type
- Task
- All day
- Priority
- Status
- Custom Fields
Action
Write
- Last NameRequired
- First Name
- Middle Name
- Title
- Greeting
- Source
- Sub-Source
- Birth Date
- Preferred Communication
- Gender
- Marital Status
- # of Children
- E-Mail Type
- E-Mail
- Nationality
- Agent Status
- Primary Language
- Tobacco Use
- Driver License #
- Driver License State
- Driver License Expiration Date
- Salary
- SS # (Social Security Number)
- Tax
- Total Income
- Net Worth
- Job Title
- Occupation
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Contact Type
- Last Name (Key Relation)
- First Name (Key Relation)
- Middle Name (Key Relation)
- Gender (Key Relation)
- Marital Status (Key Relation)
- E-mail Type (Key Relation)
- E-mail (Key Relation)
- Line 1 (Key Relation)
- Line 2 (Key Relation)
- City (Key Relation)
- State (Key Relation)
- Country (Key Relation)
- ZIP/Postal Code (Key Relation)
- Phone Type (Key Relation)
- Full Phone Number (Key Relation)
- Relationship
- Set Name
- Type
- Sub-Type
- Custom Fields
Action
Write

- Lead TypeRequired
- StageRequired
- StatusRequired
- Campaign Name
- Last NameRequired
- First Name
- Middle Name
- Suffix
- Greeting
- Title
- Gender
- Employer
- Job Title
- Source
- Sub-Source
- Birth Date
- Age
- Tobacco Use
- Phone Type
- Full Phone Number
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Remarks
- SS#/Tax ID
- Potential
- Score
- Leads Follow-up
- Language
- Action
- Marital Status
- Occupation
- Salary
- Tax
- Distribution Type
- Priority
- Qualified
- Custom Fields
Action
Write
- SubjectRequired
- Start DateRequired
- End DateRequired
Action
Write

- Webhook subscription scopeRequired
Trigger
Instant
Try It
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
Update Contact
Triggers when a contact is updated in SmartOffice.
Trigger
Instant
Try It
- Business NameRequired
- Abbreviation
- Source
- Sub-Source
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Last Name (Primary Contact)
- First Name (Primary Contact)
- Middle Name (Primary Contact)
- E-mail Type (Primary Contact)
- E-mail (Primary Contact)
- Line 1 (Primary Contact)
- Line 2 (Primary Contact)
- City (Primary Contact)
- State (Primary Contact)
- Country (Primary Contact)
- ZIP/Postal Code (Primary Contact)
- Phone Type (Primary Contact)
- Phone (Primary Contact)
- Role (Primary Contact)
- Type
- Sub-Type
- DBA
- # of Employees
- Revenue
- Established On
- Tax
- Fiscal Year
- Segment
- SIC
- County
- Industry
- Business Class
- Income
Action
Write
- DescriptionRequired
- Keyword
- Category
- Post URL Only
- URL
- MIME Type
- Contact E-mail
- Private
- Advice
Action
Write
- NotesRequired
- Memo Date
- Keywords
- Contact E-mailRequired
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 more Help

Related categories

Scheduling & Booking

About SmartOffice

SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Calendly + SmartOffice

Add new Calendly invitees to SmartOffice as contacts instantly

Invitee Canceled

Cancel Scheduled Event

New Contact

Add Activity

SubjectRequired

Description

Location

Keywords

Start TimeRequired

End TimeRequired

Primary Contact E-mail

Participant E-mail

Type

Sub-Type

Task

All day

Priority

Status

Custom Fields

Add Contact

Last NameRequired

First Name

Middle Name

Title

Greeting

Source

Sub-Source

Birth Date

Preferred Communication

Gender

Marital Status

# of Children

E-Mail Type

E-Mail

Nationality

Agent Status

Primary Language

Tobacco Use

Driver License #

Driver License State

Driver License Expiration Date

Salary

SS # (Social Security Number)

Tax

Total Income

Net Worth

Job Title

Occupation

Address Type

Line 1

Line 2

City

State

ZIP/Postal Code

Country

Phone Type

Full Phone Number

Contact Type

Last Name (Key Relation)

First Name (Key Relation)

Middle Name (Key Relation)

Gender (Key Relation)

Marital Status (Key Relation)

E-mail Type (Key Relation)

E-mail (Key Relation)

Line 1 (Key Relation)

Line 2 (Key Relation)

City (Key Relation)

State (Key Relation)

Country (Key Relation)

ZIP/Postal Code (Key Relation)

Phone Type (Key Relation)

Full Phone Number (Key Relation)

Relationship

Set Name