Calendly + Socket
Create leads in Socket when new invitees are created in Calendly
Set up this Zap to streamline your client discovery. Automatically create a new lead in Socket's leads module when a new lead schedules a call with your discovery call link, so you're always ready for the next step.
Set up this Zap to streamline your client discovery. Automatically create a new lead in Socket's leads module when a new lead schedules a call with your discovery call link, so you're always ready for the next step.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead with client and contact information.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Socket
Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.