Calendly + Wise Agent CRM

Create new Wise Agent CRM leads from new Calendly invitees

Create a smooth and effortless sales workflow by connecting Calendly and Wise Agent CRM. When someone schedules a meeting in Calendly, this workflow springs into action and promptly adds a new lead to Wise Agent CRM. This integration ensures no prospect is overlooked, helping you rapidly respond to new opportunities and keep your sales pipeline flowing.

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