This automation scenario allows you to connect Calendly and Marketo
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Calendly and Marketo can also be integrated using automation tools other than zapier:
When this trigger fires in Calendly
Triggers when an invitee schedules an event
Then these actions happen in Marketo
Creates or Updates a lead.
Adds a lead to a list.
This guide contains information on how to set up an automatic workflow that allows to Capture Marketo leads from new Calendly events.
Part I
First, we need to connect Calendly and Marketo to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Calendly to Zapier.
Give Zapier access to your Calendly account, using Calendly credentials.
Connect Marketo to Zapier.
Give Zapier access to your Marketo account, using Marketo credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Calendly
Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).
Then set up an Action for Marketo
Choose this action: Create or Update Lead (Creates or Updates a lead.).
Then set up another Action for Marketo
Choose this action: Add Lead to List (Adds a lead to a list.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and Marketo.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Capture Marketo leads from new Calendly events!
Triggers when an invitee schedules an event
Triggers when an invitee cancels a scheduled event.
This trigger fires when someone schedules a new Calendly event with you.
Triggers when a new event is scheduled
Invitee created (instant)
Invitee cancelled (instant)
Creates or Updates a lead.
Adds a lead to a list.
Finds a lead whose e-mail address matches the search criteria.
Updates information for an existing lead.
Find or Create Lead
Adds a given set of person records to a target static list. There is a limit of 300 lead ids per request. Required Permissions: Read-Write Lead
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