Calendly + umsatz.io
Create new umsatz.io deals whenever new Calendly invitees are created
Manage your sales process more efficiently when you get a new invitee in Calendly. With this workflow, as soon as you have a new invitee on Calendly, a deal is created in the Umsatz.io app instantly. This helps you stay on top of your potential clients while freeing up your time for more productive tasks. It's a seamless way to connect your appointment scheduling with your sales strategy.
Manage your sales process more efficiently when you get a new invitee in Calendly. With this workflow, as soon as you have a new invitee on Calendly, a deal is created in the Umsatz.io app instantly. This helps you stay on top of your potential clients while freeing up your time for more productive tasks. It's a seamless way to connect your appointment scheduling with your sales strategy.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Deal
Create a new deal in the system.
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking