Calendly + LeadConnector
Update opportunities in LeadConnector when invitees cancel in Calendly
Keep your sales pipeline updated without manual intervention. With this workflow, whenever a meeting invitee cancels in Calendly, the corresponding opportunity status gets updated in LeadConnector. This ensures your sales team is always aware of the latest client interactions, eliminating any communication gaps and increasing efficiency.
Keep your sales pipeline updated without manual intervention. With this workflow, whenever a meeting invitee cancels in Calendly, the corresponding opportunity status gets updated in LeadConnector. This ensures your sales team is always aware of the latest client interactions, eliminating any communication gaps and increasing efficiency.
- When this happens...Invitee Canceled
Triggers when an invitee cancels a scheduled event.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Webhook subscription scopeRequired
Try ItMark Invitee as No Show
Marks a specific invitee as a no show.
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
