Create a task in Freshsales when an event is scheduled in Calendly

■Overview

Do you find it time-consuming to manually create tasks in Freshsales after scheduling meetings in Calendly? Repetitive tasks like this can lead to missed task entries and delayed follow-ups. With this workflow, a task is automatically created in Freshsales whenever a new event is scheduled in Calendly, eliminating the need for manual data entry. Connect Freshsales and Calendly seamlessly to streamline your sales team’s initial follow-up activities.

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■Who Should Use This Template

• Sales professionals who use Freshsales and Calendly together and struggle with manually registering tasks
• Anyone who wants to prevent missed follow-ups for meetings scheduled in Calendly and respond to customers more quickly
• Managers who want to automate the integration between Freshsales and Calendly and improve productivity across their sales team

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■Benefits of Using This Template

• Automatically create Freshsales tasks when an event is scheduled in Calendly, reducing the time spent manually transferring data.
• Prevent human errors such as missed task entries and incorrect details to ensure reliable, timely customer follow-ups.

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■Workflow

1. First, connect Freshsales and Calendly with Yoom.
2. Next, select Calendly as the trigger and set the action to “When an event is scheduled.”
3. Select Freshsales as the operation, set the action to “Search for a user/lead/contact/account/deal,” and retrieve the required information.
4. Finally, select Freshsales as the operation and set the action to “Create a task.”

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■Customization Options

• In the Calendly trigger settings, you can optionally specify an organization URI if you want to trigger the workflow only for a specific organization.
• When creating a task in Freshsales, you can optionally specify the ID of the record to associate with the task and the assignee’s ID.

※“Trigger”: An action that starts the flow. “Operation”: An action performed within the flow after the trigger starts.

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■Notes

• Connect both Calendly and Freshsales with Yoom.