Calendly + Nutshell

Create new persons in Nutshell for every new invitee created in Calendly

Enhance your scheduling process with Calendly and Nutshell. With this workflow, each new invitee on Calendly immediately creates a corresponding person profile in Nutshell. This makes it easy to track attendees, optimize communication and efficiently manages your contact information. Save time and maintain organization effortlessly with this smart setup.

Enhance your scheduling process with Calendly and Nutshell. With this workflow, each new invitee on Calendly immediately creates a corresponding person profile in Nutshell. This makes it easy to track attendees, optimize communication and efficiently manages your contact information. Save time and maintain organization effortlessly with this smart setup.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    NutshellNutshell
    Create Person

    Creates a new Person.

    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
  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    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
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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