Create eForma leads from new Calendly invitees
Effortlessly manage new appointments and leads with this convenient workflow. When a new invitee is created in Calendly, a lead is instantly created in eForma for seamless organization and communication. Save time by streamlining your appointment scheduling and lead management processes with this powerful automation.
Effortlessly manage new appointments and leads with this convenient workflow. When a new invitee is created in Calendly, a lead is instantly created in eForma for seamless organization and communication. Save time by streamlining your appointment scheduling and lead management processes with this powerful automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new Lead
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