Calendly + Clienty

Create new Clienty leads from new Calendly invitees

Stay organized and streamline your sales process with this workflow. When a new invitee is added in Calendly, it immediately creates a new lead in Clienty. This assists in keeping track of potential customers, allowing you to focus more on conversion and less on manual data entry. Make your sales process more efficient with this simple and effective automation.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create New Lead
Creates a new lead in the system
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
New Lead
Triggers when a new Lead is created.
Trigger
Instant
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New Task
Triggers when a new Task is created.
Trigger
Instant
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- ID prospectoRequired
- EstadoRequired
Action
Write
- Name
- Last name
- Email
- Phone
- Company
- Message
- Acquisition channel
- Note
- Other fields
- Custom fields
- utm_source
- utm_medium
- utm_content
- utm_campaign
- utm_keywords
Action
Write
- Search
- Lead ID
- Quality
- User ID
- Status ID
- Tag ID
- Landing ID
- Acquisition channel ID
- Sort
- Page
- Limit
Action
Search

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
Lead Status Changed
Triggered when the status of a Lead is changed.
Trigger
Instant
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New Sale
Triggers when a new sale is created.
Trigger
Instant
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- ID prospectoRequired
- Name
- Last Name
- Email
- Email 2
- Phone
- Phone 2
- Company
- Quality
- Acquisition Channel Name
- Custom Fields
Action
Write
- ID prospectoRequired
- Monto de ventaRequired
- Descripción
- Fecha de venta (dd-mm-aaaa hh:mm)
Action
Write
- Email bodyRequired
- Custom variables prompts
- Custom prompt
Action
Write

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

Related categories

Scheduling & Booking

About Clienty

Clienty centralizes and automates your business process by better tracking prospects.

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new Clienty leads when new invitees are added in Calendly

Related Zap Templates

Create new Clienty leads when new invitees are added in Calendly

Calendly + Clienty

Create new Clienty leads from new Calendly invitees

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

New Lead

New Task

Change Lead Status

Create New Lead

List Lead

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

Lead Status Changed

New Sale

Change Lead

Create Lead Sale

Extract Lead From Email

About Calendly

Related categories

About Clienty

Related categories

Related Zap Templates

Related Zap Templates