Calendly + Cash Flow Portal
Create Cash Flow Portal contacts when new events are scheduled in Calendly
When a new event is scheduled in Calendly, this integration will automatically create a contact in Cash Flow Portal using the invitee's name, email, and optionally phone number. If a contact already exists with that email address, new information will be added but existing information will not be replaced.
When a new event is scheduled in Calendly, this integration will automatically create a contact in Cash Flow Portal using the invitee's name, email, and optionally phone number. If a contact already exists with that email address, new information will be added but existing information will not be replaced.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Contact
Triggers when a contact is recently created or updated.
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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.
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About Cash Flow Portal
Real-estate syndication software that accelerates capital raising.