Calendly + Perfex CRM
Create new leads in Perfex CRM for each new invitee in Calendly
Streamline your client onboarding process by connecting Calendly and Perfex CRM. With this workflow, whenever a new invitee is created in Calendly, a new lead is instantly created in Perfex CRM. This not only ensures consistent data entry but also allows you to promptly take action to convert your leads into customers.
Streamline your client onboarding process by connecting Calendly and Perfex CRM. With this workflow, whenever a new invitee is created in Calendly, a new lead is instantly created in Perfex CRM. This not only ensures consistent data entry but also allows you to promptly take action to convert your leads into customers.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a Lead in the system.
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Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Contract
Triggers when a new contract created.
Try It