Calendly + DashClicks

Create new DashClicks deals when new invitees are added in Calendly

When a new invitee is added in Calendly, this workflow immediately sets up a new deal in DashClicks. This integration saves you time by eliminating manual data entry, allowing you to focus on more important tasks. You'll be able to manage your business interactions more efficiently and boost productivity.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create New Deal (Deals)
Create a new deal in your Deals App
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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- Webhook subscription scopeRequired
Trigger
Instant
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Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Trigger
Instant
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- Which funnel should we watch for optins?Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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- Which campaign should we watch for new leads?Required
Trigger
Instant
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New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- BusinessRequired
Action
Write
- PeopleRequired
- Type of notificationRequired
Action
Write
- In which pipeline would you like to search for deals?Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write

- Webhook subscription scopeRequired
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?Required
Trigger
Instant
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- Which pipeline should we watch for deal status changes?Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Trigger
Instant
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- Which funnel should we watch for purchases?Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
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New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?Required
Action
Write
- Instasite TemplateRequired
- BusinessRequired
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?Required
- Name
Action
Search or write

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

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Related categories

Marketing

Related Zap Templates

Create DashClicks person contacts from new Calendly appointments

Create DashClicks business contacts from new Calendly invitees

Calendly + DashClicks

Create new DashClicks deals when new invitees are added in Calendly

Invitee Canceled

Invitee No Show Created

Cancel Scheduled Event

Find User

Business Updated (Contacts)

Person Updated (Contacts)

Deal Stage Changed (Deals)

New Optin (Funnels)

New Lead (Inbound)

New Instasite Built (Instasites)

Create New Business (Contacts)

Create New Deal (Deals)

Create New Instareport (Instareports)

Send a New Review Request (Reputation)

Search Deals

Find or Create a Business Contact

Find or Create a Person Contact

Invitee Created

Create One-Off Meeting

Mark Invitee as No Show

New Business (Contacts)

New Person (Contacts)

New Deal (Deals)

Deal Status Changed (Deals)

New Purchase (Funnels)

New Instareport Built (Instareports)

New Review (Reputation)

Create New Person (Contacts)

Update a Deal (Deals)

Create New Instasite (Instasites)

Search Businesses

Search People

Find or Create a Deal

About Calendly

Related categories

About DashClicks

Related categories

Related Zap Templates

Related Zap Templates