This automation scenario allows you to connect Calendly and Credit Repair Cloud
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.
Categories
Calendly and Credit Repair Cloud can also be integrated using automation tools other than zapier:
When this trigger fires in Calendly
Triggers when an invitee schedules an event
Then this action happens in Credit Repair Cloud
Adds a new lead.
This guide contains information on how to set up an automatic workflow that allows to Create Credit Repair Cloud leads from new Calendly invitees.
Part I
First, we need to connect Calendly and Credit Repair Cloud 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 Credit Repair Cloud to Zapier.
Give Zapier access to your Credit Repair Cloud account, using Credit Repair Cloud 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 Credit Repair Cloud
Choose this action: Create Lead (Adds a new lead.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and Credit Repair Cloud.
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 Create Credit Repair Cloud leads from new Calendly invitees!
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)
Adds a new lead.
Adds a new client.
Updates a client.
Updates a lead.
Adds a new affiliate.
Adds a new invoice to client.
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