Calendly + Dovetail

Create notes in Dovetail for new Calendly invitees

Effortlessly keep track of your Calendly invitees by automatically creating a note in Dovetail whenever a new invitee is added. This streamlined workflow ensures you have all the relevant information in one place, making it easy to manage and organize your meetings and attendees. Stay on top of your schedule and never miss a detail with this seamless integration between Calendly and Dovetail.

Effortlessly keep track of your Calendly invitees by automatically creating a note in Dovetail whenever a new invitee is added. This streamlined workflow ensures you have all the relevant information in one place, making it easy to manage and organize your meetings and attendees. Stay on top of your schedule and never miss a detail with this seamless integration between Calendly and Dovetail.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    DovetailDovetail
    Add Data to Project

    Adds data to an existing project.

    ActionWrite
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Supported triggers and actions

calendly logo
calendly logo

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
dovetail logo
dovetail logo

About Dovetail

Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source of truth for customer knowledge.
Learn more

Related categories

  • Project Management