Calendly + Top Producer
Create new Top Producer contacts from newly created Calendly invitees
Stay organized and build lasting relationships with this beneficial workflow. When a new invitee is added to your Calendly account, a contact is instantly created for them in the Top Producer app. By seamlessly linking your scheduling and CRM tools, you save time and increase productivity. It's a simple, yet powerful way to keep your contact list updated and ensure no one slips through the cracks.
Stay organized and build lasting relationships with this beneficial workflow. When a new invitee is added to your Calendly account, a contact is instantly created for them in the Top Producer app. By seamlessly linking your scheduling and CRM tools, you save time and increase productivity. It's a simple, yet powerful way to keep your contact list updated and ensure no one slips through the cracks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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