Create a call log or meeting note in Streak when a Calendly event is created
When this happensStep 1: Invitee Created
Then do thisStep 2: Create Meeting / Call Log
Seamlessly move information from Calendly to Steak and make notes of calendar events and calls within both apps. With this Zapier integration humming in the background, automatically create a Streak call log or meeting note every time one of your customers schedules an event with you via Calendly. With this automation, you'll have the most up-to-date information about your deals at your fingertips.
How this Calendly-Streak integration works
- A new invitee is created in Calendly
- Zapier searches Streak for the appropriate box
- Zapier adds a meeting/call log to the found box in Streak