Calendly + Perfex CRM
Create new leads in Perfex CRM for each new invitee in Calendly
Streamline your client onboarding process by connecting Calendly and Perfex CRM. With this workflow, whenever a new invitee is created in Calendly, a new lead is instantly created in Perfex CRM. This not only ensures consistent data entry but also allows you to promptly take action to convert your leads into customers.
Streamline your client onboarding process by connecting Calendly and Perfex CRM. With this workflow, whenever a new invitee is created in Calendly, a new lead is instantly created in Perfex CRM. This not only ensures consistent data entry but also allows you to promptly take action to convert your leads into customers.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a Lead in the system.
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- 14 day trial for premium features & apps
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.
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About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.