Calendly + Nutshell

Create new Nutshell leads from new Calendly invitees

Whenever a new invitee is added in your Calendly app, this workflow prompts the creation of a lead in Nutshell. By seamlessly transferring important contact information, the process not only saves time but also ensures you never miss an opportunity to follow up on potential prospects. This perfect blend of convenience and efficiency enables you to maintain a streamlined operation, helping to increase your productivity.

Whenever a new invitee is added in your Calendly app, this workflow prompts the creation of a lead in Nutshell. By seamlessly transferring important contact information, the process not only saves time but also ensures you never miss an opportunity to follow up on potential prospects. This perfect blend of convenience and efficiency enables you to maintain a streamlined operation, helping to increase your productivity.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    NutshellNutshell
    Create Lead

    Creates a new Lead.

    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 more

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 more

Related categories

  • CRM (Customer Relationship Management)

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