Calendly + Capsule CRM

Add tags to entities in Capsule CRM when invitees cancel in Calendly

Manage your client relationships effectively with this cross-app workflow. When a meeting is canceled in Calendly, it immediately adds a tag to the corresponding client in Capsule CRM. This keeps your client management streamlined, helping you stay on top of changes without lifting a finger. Stay organized and responsive to changes in your schedule with this integration.

Manage your client relationships effectively with this cross-app workflow. When a meeting is canceled in Calendly, it immediately adds a tag to the corresponding client in Capsule CRM. This keeps your client management streamlined, helping you stay on top of changes without lifting a finger. Stay organized and responsive to changes in your schedule with this integration.

  1. When this happens...
    CalendlyCalendly
    Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Add Tag to Entity

    Adds a Tag to an Entity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • SearchRequired

    Action
    Search
    • 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
    • ActionRequired

    Trigger
    Instant
    Try It
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 moreHelp

Related categories

  • Scheduling & Booking
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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