Calendly + Salesforce
Create Salesforce leads from new Calendly invitees
Boost your sales efforts by connecting Calendly and Salesforce with this workflow. Whenever a new invitee confirms a meeting via Calendly, a new lead is created in Salesforce. This ensures every potential customer is captured and followed up on, enhancing your sales efficiency and effectiveness. Keep your team focused on closing deals rather than manual data entry.
Boost your sales efforts by connecting Calendly and Salesforce with this workflow. Whenever a new invitee confirms a meeting via Calendly, a new lead is created in Salesforce. This ensures every potential customer is captured and followed up on, enhancing your sales efficiency and effectiveness. Keep your team focused on closing deals rather than manual data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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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 Case Attachment
Triggers when a new Attachment is added to a case.
Try It
