Calendly integration with Sales Simplify
How to Create leads in Sales Simplify from new Calendly invitees
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create leads in Sales Simplify from new Calendly invitees" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Sales Simplify integrations
Sales Simplify actions
Nekton can use any feature that is available in Sales Simplify API.
Using our advanced AI, you can easily create custom automations for Sales Simplify.
Here are some typical actions you can do in your automated workflows.
New Company
Triggers when a new company added in the system
New Lead
Triggers when new lead is added in the system.
New Deal
Triggers when new deal is closed.
New People
Triggers when there is new people added in the system
About Sales Simplify
An all-in-one sales automation and engagement platform with built-in CRM and cloud communication channels.