New Calendly Event -> No Matching Record in AgencyBloc -> Create Individual -> Create Activity

“Anytime an invitee created is created in Calendly, get individual by email and name in AgencyBloc, filter my data in Filter by Zapier, etc.”

created by Wes Shivel

How Zapier works (57 sec)

How Zapier works (57 sec)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 5 steps …

2.5 minutes to set up
Get back 1.2 hrs /week
7 people use this zap

This Zap uses the following 3 apps

Calendly (1.0.2)
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.
AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

More ways to use these popular apps!

Check out all the other ways you can connect Calendly (1.0.2) and AgencyBloc.