Generate estimates in The Customer Factor for new invitees in Calendly
Automate your processes with this workflow that springs into action as soon as an invitee is created in Calendly. This immediately results in the creation of an estimate in The Customer Factor, which helps you keep track of your potential clients and revenues in a simplified, streamlined fashion. No more forgotten follow-ups or unmade estimates - let this workflow do the work for you.
Automate your processes with this workflow that springs into action as soon as an invitee is created in Calendly. This immediately results in the creation of an estimate in The Customer Factor, which helps you keep track of your potential clients and revenues in a simplified, streamlined fashion. No more forgotten follow-ups or unmade estimates - let this workflow do the work for you.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Estimate
This action will create an estimate in The Customer Factor
- Free forever for core features
- 14 day trial for premium features & apps