Create new Clienty leads when new invitees are added in Calendly
When someone books a meeting through Calendly, this workflow ensures their details are promptly captured in Clienty as a new lead. This smooth integration between Calendly and Clienty helps to streamline your lead management process. No manual data entry is needed, allowing you to focus more on meeting your clients' needs rather than organizing their information.
When someone books a meeting through Calendly, this workflow ensures their details are promptly captured in Clienty as a new lead. This smooth integration between Calendly and Clienty helps to streamline your lead management process. No manual data entry is needed, allowing you to focus more on meeting your clients' needs rather than organizing their information.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create New Lead
Creates a new lead in the system
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