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Calendly + umsatz.io

Calendly + umsatz.io integrations

Create new umsatz.io deals whenever new Calendly invitees are created

Manage your sales process more efficiently when you get a new invitee in Calendly. With this workflow, as soon as you have a new invitee on Calendly, a deal is created in the Umsatz.io app instantly. This helps you stay on top of your potential clients while freeing up your time for more productive tasks. It's a seamless way to connect your appointment scheduling with your sales strategy.

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ActionWrite

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More things you can do with Calendly and umsatz.io

Discover other triggers and actions you can use with Calendly and umsatz.io

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write

- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
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New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
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Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
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Create Deal
Creates a new deal in the system.
Action
Write
Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search
Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
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New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
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New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
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Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search

About Calendly

Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.

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Related categories

Scheduling & Booking

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create new umsatz.io contacts from new Calendly invitees

Update umsatz.io deals when new Calendly invitees are created