Create or update contacts in Vendasta for every new invitee in Calendly
Keep your customer information up-to-date and well-organized with this workflow. When you schedule a new meeting through Calendly, a corresponding contact will be created or updated in Vendasta. This ensures your sales and management teams have the most recent details on hand, simplifying their communication process. Make your CRM more efficient and effective, saving you time and effort.
Keep your customer information up-to-date and well-organized with this workflow. When you schedule a new meeting through Calendly, a corresponding contact will be created or updated in Vendasta. This ensures your sales and management teams have the most recent details on hand, simplifying their communication process. Make your CRM more efficient and effective, saving you time and effort.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
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