Calendly + NetSuite
Create new records in NetSuite when new invitees are added in Calendly
Effortlessly streamline your event scheduling and customer records management with this workflow. When a new meeting is scheduled in Calendly, a corresponding customer record is created in NetSuite. This workflow ensures all your important meeting information is available in your CRM, allowing for seamless customer engagement tracking and communication. No more manual data entry - stay organized and focus on relationship building with this simple setup.
Effortlessly streamline your event scheduling and customer records management with this workflow. When a new meeting is scheduled in Calendly, a corresponding customer record is created in NetSuite. This workflow ensures all your important meeting information is available in your CRM, allowing for seamless customer engagement tracking and communication. No more manual data entry - stay organized and focus on relationship building with this simple setup.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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