Calendly + Salesmate

Create new Salesmate activities for each new Calendly invitee created

This workflow initiates when a new invitee is added in Calendly, resulting in an activity being created automatically in Salesmate. Optimize your sales and scheduling process by ensuring every new invitee in your calendar becomes a new task in your CRM. This workflow enhances efficiency, eliminating manual data entry and ensuring no prospect is overlooked.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Activity
Creates a new Activity, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
New User
Triggers when a new user created.
Trigger
Scheduled
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New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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Update Activity
Triggers when a new activity update is found.
Trigger
Instant
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Update Contact
Triggers when a new contact update is found.
Trigger
Instant
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- Select ModuleRequired
Trigger
Instant
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- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

- Webhook subscription scopeRequired
Trigger
Instant
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Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
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New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
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New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
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New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
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New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
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- Select ModuleRequired
Trigger
Scheduled
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Update Company
Triggers when a new company update is found.
Trigger
Instant
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Update Deal
Triggers when a new deal update is found.
Trigger
Instant
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- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or write

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 Help

Related categories

Scheduling & Booking

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

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Calendly + Salesmate

Create new Salesmate activities for each new Calendly invitee created

Invitee Canceled

Cancel Scheduled Event

New User

New Activity

New Company

New Contact

New Deal

New Custom Module Record

Select ModuleRequired

Update Activity

Update Contact

Update Custom Module Record

Select ModuleRequired

Add Note

Module NameRequired

Object IdRequired

Note

Create Activity

Teammates

Participants

Create Contact

Create Custom Module Record

Select ModuleRequired

Update Activity

Enter the Activity IdRequired

Teammates

Participants

Update Contact

Enter the Contact IdRequired

Update Deal

Enter the Deal IdRequired

Teammates

Participants

Update Custom Module Record

Select ModuleRequired

Enter the Record IdRequired

Search for Total Rows in Company

Search for Total Rows in Deal

Search Activity

Search Contact

Search Record

Select ModuleRequired

Search or Create Company

Search or Create Deal

Search User

NameRequired

Find or Create a Company

Find or Create a Deal

Teammates

Participants

Invitee Created

Webhook subscription scopeRequired

Mark Invitee as No Show

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

New Custom Module Record Note

Select ModuleRequired

Update Company

Update Deal

Add Note for Custom Module

Select ModuleRequired

Object IdRequired

Note

Add New User

Create Company

Create Deal

Teammates

Participants

Random User

Update Company

Enter the Company IdRequired

Update Custom Module Note