AgencyBloc + Calendly

Create AgencyBloc activities for new Calendly invitees

Spending too much time manually adding Calendly meetings to your AgencyBloc account? Use this Zap to automatically create and assign AgencyBloc Activities when someone schedules with you in Calendly. This integration will identify the contact via an email address lookup and add the Activity to their Individual record in AgencyBloc.

Spending too much time manually adding Calendly meetings to your AgencyBloc account? Use this Zap to automatically create and assign AgencyBloc Activities when someone schedules with you in Calendly. This integration will identify the contact via an email address lookup and add the Activity to their Individual record in AgencyBloc.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this...
    AgencyBlocAgencyBloc
    Get Individual by Email and Name

    Finds An Individual By Email And Name

    ActionSearch
  3. then do this!
    AgencyBlocAgencyBloc
    Create Activity

    Creates an Activity in AgencyBloc.

    ActionWrite
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Supported triggers and actions

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • AgencyBloc triggers, actions, and search

    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
agencybloc logo
agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn more

Related categories

  • Sales & CRM
calendly logo
calendly logo

About Calendly

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.
Learn more

Related categories

  • Scheduling & Booking