Calendly + Pipeline
Create Pipeline asks for new Calendly events
Tired of spending precious meeting time gathering data? Use this Zapier integration to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you. After they book a a new meeting with you, a Pipeline ask will be created automatically. Help your customers complete critical administrative tasks before your meeting, ex: fill out a questionnaire, upload files, confirm system settings, etc.
Tired of spending precious meeting time gathering data? Use this Zapier integration to automatically kick-off a pre-meeting workflow for the customer right after they book a meeting with you. After they book a a new meeting with you, a Pipeline ask will be created automatically. Help your customers complete critical administrative tasks before your meeting, ex: fill out a questionnaire, upload files, confirm system settings, etc.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Ask
Creates an Ask with you as the submitter
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking