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Create a new contact in Initiative CRM from new events in Canlendly

Create a new contact in Initiative CRM from new events in Canlendly

Apps used in template

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Every time a new Calendly event is scheduled with you, a new contact will be instantly created in Initiative CRM.

You need to have a Calendly premium account to create this integration.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Initiative CRM
Create a Record

Creates a new record.

Action
Calendly
Create a Scheduling Link

Creates a scheduling link.

Action
Initiative CRM
Delete a Record

Deletes a record.

Action
Initiative CRM
Get a Record

Return the data of a specified record of selected module.

Action
Calendly
Get an Event

Returns information about an event.

Action
Calendly
Get an Event Invitee

Returns information about an invitee.

Action
Calendly
Get an Event Type

Returns information about an event type.

Action
Calendly
Get an Organization Membership

Returns information about a user's Organization Membership.

Action
Calendly
Invite a User to Organization

Invites a user to an organization.

Action

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