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Calendly + Vendasta

Create or update contacts in Vendasta for every new invitee in Calendly

Keep your customer information up-to-date and well-organized with this workflow. When you schedule a new meeting through Calendly, a corresponding contact will be created or updated in Vendasta. This ensures your sales and management teams have the most recent details on hand, simplifying their communication process. Make your CRM more efficient and effective, saving you time and effort.

Keep your customer information up-to-date and well-organized with this workflow. When you schedule a new meeting through Calendly, a corresponding contact will be created or updated in Vendasta. This ensures your sales and management teams have the most recent details on hand, simplifying their communication process. Make your CRM more efficient and effective, saving you time and effort.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    VendastaVendasta
    Create or Update Contact

    Creates or Updates a contact. Also used to return values for an existing record.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write

    • Note for Vendasta App as trigger

    Trigger
    Scheduled
    Try It

    • Automation IDRequired

    Action
    Write

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write

    • Company or Contact IDsRequired

    • Choose activity typeRequired

    • Check for existing activity based on an external identifier

    • Add team members

    • Add tags

    Action
    Write

    • Account ID

    • Customer Identifier

    • Search Existing

    • Business Name

    • Website

    • Categories

    • Country/Region

    • Address

    • State

    • City

    • Zip

    • Latitude

    • Longitude

    • Business Phone Number

    • Business Email

    • Toll Free Number

    • Short Description

    • Long Description

    • Facebook URL

    • Foursquare URL

    • LinkedIn URL

    • Twitter URL

    • Pinterest URL

    • Instagram URL

    • YouTube URL

    • Custom Fields

    • Return note

    • Return Fields

    Action
    Write
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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 moreHelp

Related categories

  • Scheduling & Booking
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About Vendasta

Vendasta provides a single place for your sales teams to view key information about your customers.
Help

Related categories