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Create JobTread Customer when Appointment Scheduled in Calendly

Anytime an invitee (Calendly's version of a customer) schedules and appointment in Calendly, search for an existing customer in JobTread. If the customer does not yet exist in JobTread, then create a new customer in JobTread. Note: In Calendly, under the Booking Page Options for a specific Event Type, you will need to select "First name, Last name, Email" under the Booking Form > Invitee questions settings. JobTread requires Calendly to split out the First name from the Last name.

Adam Jacksoncreated by Adam Jackson

This Zap uses the private apps JobTreadCLIAPI@1.8.1 and JobTreadCLIAPI@1.8.1.

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This Zap uses the following 3 apps

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  • JobTreadCLIAPI@1.8.1 logo

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