Calendly + Surefire CRM
Create new Surefire CRM contacts when Calendly invitees are added
Easily keep your CRM up-to-date with new contacts from Calendly. With this workflow, every time a new invitee is created in Calendly, a contact will be created in Surefire CRM. Say goodbye to manual data entry and focus on building relationships with your clients. This automation not only saves time but also ensures accurate contact information for a seamless experience.
Easily keep your CRM up-to-date with new contacts from Calendly. With this workflow, every time a new invitee is created in Calendly, a contact will be created in Surefire CRM. Say goodbye to manual data entry and focus on building relationships with your clients. This automation not only saves time but also ensures accurate contact information for a seamless experience.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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