Calendly + Wise Agent CRM
Create new leads in Wise Agent CRM from new invitees created in Calendly
Create a seamless workflow between your Calendly and Wise Agent CRM software, ensuring no lead falls through the cracks. When a new invitee is created in Calendly, a corresponding lead is immediately set up in Wise Agent CRM. This streamlined system not only enhances productivity but also keeps your customer relations managed with utmost efficiency.
Create a seamless workflow between your Calendly and Wise Agent CRM software, ensuring no lead falls through the cracks. When a new invitee is created in Calendly, a corresponding lead is immediately set up in Wise Agent CRM. This streamlined system not only enhances productivity but also keeps your customer relations managed with utmost efficiency.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Add Lead
Adds a new lead.
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