Calendly + Capsule CRM
Find contacts and create opportunities in Capsule CRM from new Calendly events
Anytime an invitee creates a new event in Calendly, find or create the contact in Capsule CRM and add an opportunity automatically.
Anytime an invitee creates a new event in Calendly, find or create the contact in Capsule CRM and add an opportunity automatically.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this...Find Contact
Finds a Person or Organisation.
- then do this!Create Opportunity
Creates a new Opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
