Connect Calendly and Teamgate to Build Intelligent Automations

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Calendly

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Teamgate

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When new meetings Booked Canceled or Rescheduled

When new meetings Booked Canceled or Rescheduled

Triggers when someone books, cancels, or reschedules a meeting for any event type.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

New Company

New Company

Triggers when a new company is created

Do thisActions

Action is the task that follows automatically within your Calendly integrations.

Create Scheduling Link

Create Scheduling Link

Creates a scheduling link.

Cancel Scheduled Event

Cancel Scheduled Event

Cancels a scheduled event with a specified reason for the cancellation.

Mark Invitee as No Show

Mark Invitee as No Show

Marks a specific invitee as no show.

Create One-Off Meeting in Calendly

Create One-Off Meeting in Calendly

Creates a new One-Off Meeting in Calendly.

Get current user

Get current user

Returns basic information about your user account.

Create Lead

Create Lead

Create a new lead

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Step by step guides to integrate Calendly and Teamgate

Frequently Asked Questions

How do I start an integration between Calendly and Teamgate?

To start, connect both your Calendly and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in Teamgate (or vice versa).

Can we customize how data from Calendly is recorded in Teamgate?

Absolutely. You can customize how Calendly data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Calendly and Teamgate?

The data sync between Calendly and Teamgate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Calendly to Teamgate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Calendly and Teamgate?

Yes, you can set conditional logic to control the flow of data between Calendly and Teamgate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Calendly

About Calendly

Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.

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Teamgate

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

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