Calendly + Compass

Create new Compass leads from newly created Calendly invitees

Effortlessly grow your client base with this Calendly-Compass automation. Whenever a new invitee is created in Calendly, this workflow will instantly create a new lead in Compass, ensuring a seamless transition without any manual work. Keep your sales pipeline updated and maintain consistent communication with your prospects for improved lead management.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
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Create a New Lead
Create a new lead in your Compass CRM.
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

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
- First Name
- Last Name
- Email Address
- Phone Number
- Tags
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