Calendly + The Customer Factor

Create new prospects in The Customer Factor for every new invitee in Calendly

When a new invitee is added in Calendly, let this workflow streamline your tasks by instantly creating a prospect in The Customer Factor. With this automation, you can efficiently keep your prospect list up-to-date without having to manually input data. Enhance your customer management by ensuring all your Calendly invitees are seamlessly recorded as prospects in The Customer Factor.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Prospect
This action will create the prospect in The Customer Factor
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
Try It

New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
Try It
New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
Try It
New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
Try It
- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
Try It
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
Try It
New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
Try It
New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
Try It
New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
Try It
Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
Try It
- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

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

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

Related Zap Templates

Generate estimates in The Customer Factor for new invitees in Calendly

Create jobs or invoices in The Customer Factor for new invitees in Calendly

Calendly + The Customer Factor

Create new prospects in The Customer Factor for every new invitee in Calendly

Supported triggers and actions

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

About Calendly

Related categories

About The Customer Factor

Related categories

Related Zap Templates

Related Zap Templates