Calendly + Urable
Create or update Urable customers when new Calendly invitees are added
Stay on top of your bookings with this seamless information transfer between Calendly and Urable. When a new invitee is added in Calendly, this workflow will diligently ensure that their details are updated or created as a new customer in Urable. Eliminate manual entry and reduce errors by streamlining your customer management process. It's an efficient solution to enhance client relationship and ensure up-to-date customer details in your records.
Stay on top of your bookings with this seamless information transfer between Calendly and Urable. When a new invitee is added in Calendly, this workflow will diligently ensure that their details are updated or created as a new customer in Urable. Eliminate manual entry and reduce errors by streamlining your customer management process. It's an efficient solution to enhance client relationship and ensure up-to-date customer details in your records.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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