Calendly + Offorte Proposals
Create new Offorte Proposals companies from new Calendly invitees
Manage your growing client base effortlessly with this integrated approach. As soon as a new invitee registers in Calendly, a corresponding company profile gets created in Offorte Proposals. This straightforward process ensures your database stays up to date with new prospects, making it easier to tailor and deliver high-quality business proposals without getting tangled in data entry tasks.
Manage your growing client base effortlessly with this integrated approach. As soon as a new invitee registers in Calendly, a corresponding company profile gets created in Offorte Proposals. This straightforward process ensures your database stays up to date with new prospects, making it easier to tailor and deliver high-quality business proposals without getting tangled in data entry tasks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Proposal
Creates a new proposal.
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