Calendly + eForma

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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    eFormaeForma
    Create Lead

    Creates a new Lead

    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
eforma logo
eforma logo

About eForma

Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.

Related categories

  • CRM (Customer Relationship Management)

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