Manage new Calendly invitees by instantly creating leads in MyCase
Boost efficiency with this smart workflow. When a new invitee is added in your Calendly app, this automation immediately creates a new lead in MyCase. This seamless connection between your scheduling and client management tools saves time, avoids duplicate work, and helps you stay organized. Use this automation to keep your client database updated with the latest leads.
Boost efficiency with this smart workflow. When a new invitee is added in your Calendly app, this automation immediately creates a new lead in MyCase. This seamless connection between your scheduling and client management tools saves time, avoids duplicate work, and helps you stay organized. Use this automation to keep your client database updated with the latest leads.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead.
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