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.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Add/Update Lead/Contact
Adds or updates a lead.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
- Contact/Lead IDRequired
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- Webhook TypeRequired
Trigger
Instant
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- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
Action
Write

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 more