Calendly + PreciseFP

Create new PreciseFP accounts for invitees when Calendly appointments are scheduled

Easily keep track of new Calendly invitees and streamline their onboarding process with this seamless automation. When an invitee is created in Calendly, a new account is instantly generated for them in PreciseFP. Save time and effort, ensuring your clients receive timely access to your services and enhancing their overall experience.

Easily keep track of new Calendly invitees and streamline their onboarding process with this seamless automation. When an invitee is created in Calendly, a new account is instantly generated for them in PreciseFP. Save time and effort, ensuring your clients receive timely access to your services and enhancing their overall experience.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    PreciseFPPreciseFP
    Create Account

    Creates a new client or prospect account.

    ActionWrite
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Supported triggers and actions

What does this mean?
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
precisefp logo
precisefp logo

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
Learn more

Related categories

  • Forms & Surveys

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