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Calendly + Salestrekker

Create new Salestrekker deals for every Calendly invitee created

Effortlessly manage your new Calendly appointments with this seamless workflow. Whenever an invitee is created in Calendly, a new deal will be generated in Salestrekker, keeping your business opportunities organized and up-to-date. This automation saves time, ensures accuracy, and simplifies your appointment scheduling and deal tracking processes.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create New DealCreates a new Deal.
ActionWrite

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More things you can do with Calendly and Salestrekker

Discover other triggers and actions you can use with Calendly and Salestrekker

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It

- 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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
- Contact is
  Required
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Label
Action
Write
- Content
- Note Label
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Organization
- Workflows
  Required
- Stages
  Required
- Owner
- Ticket Label
- Deal Name
- Deal value
- Deal summary
- Color
- Attachment
- Attachment Filename
- Contact is
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Contact Label
- Note Type
- Note Label
- Content
Action
Write
- Name
  Required
- Comment
- Due Date
- Sub Tasks
- Assign To
Action
Write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- 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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Note Type
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Task Name
  Required
Action
Write
- Organization
  Required
- Contact Id
  Required
- Phone
- is Company
- Unsubscribed from marketing
- Contact Description
- Contact Label
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Post Code
Action
Write
- New Stage
- New Status
- Deal Label
- Deal Summary
- Deal Value
- Settlement Date
- Color
- Attachment
- Attachment Filename
Action
Write
- Organization
- Sender Email
  Required
- Content
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Attachment
  Required
- Attachment Filename
Action
Write

About Calendly

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

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Salestrekker

Salestrekker is CRM software for finance professionals.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create new Salestrekker contacts from new Calendly invitees

Related Zap Templates

Create new Salestrekker contacts from new Calendly invitees