Calendly + MyCRM Sync

Create leads in MyCRM Sync for new invitees in Calendly

Boost your efficiency in managing customer interactions with this automatic workflow. As soon as a new invitee is added in Calendly, a corresponding lead is instantly created in MyCRM. This helps you in keeping track of meeting attendees and expands your client database without missing a beat. Implement this solution to foster stronger customer relations and elevate your productivity.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create a Lead
Creates a basic 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 Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
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- Title
- First NameRequired
- Preferred Name
- Last NameRequired
- EmailRequired
- MobileRequired
- Date of Birth
- Gender
- Marketing Consent
- Street Address
- Suburb
- State
- Postcode
- Address Type
- Note Title
- Note Details
- UTM Source (Marketing)
- UTM Medium (Marketing)
- UTM Campaign (Marketing)
- UTM Term (Marketing)
- UTM Content (Marketing)
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
Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted.
Trigger
Instant
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Deal Status Changed
Triggers when a deal changes status.
Trigger
Instant
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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 more