Calendly + Wheelbase
Create new Wheelbase customers from newly created Calendly invitees
"When a new invitee schedules a meeting with you in Calendly, this workflow ensures their information is seamlessly transferred over to Wheelbase, creating a new customer profile instantly. This turns a manual, often tedious task into an effortless process, allowing you to focus more on your meetings and less on administrative tasks. Keep track of your customers effectively and efficiently with this integrated setup between Calendly and Wheelbase."
"When a new invitee schedules a meeting with you in Calendly, this workflow ensures their information is seamlessly transferred over to Wheelbase, creating a new customer profile instantly. This turns a manual, often tedious task into an effortless process, allowing you to focus more on your meetings and less on administrative tasks. Keep track of your customers effectively and efficiently with this integrated setup between Calendly and Wheelbase."
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Create a new customer.
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