Create a task in Freshsales when a meeting matching specific conditions is scheduled in Calendly

■Overview

After scheduling meetings in Calendly, do you find yourself spending too much time manually creating tasks in Freshsales? This process is not only time-consuming but can also lead to mistakes, such as missed task entries. With this workflow, you can automatically create a task in Freshsales whenever a meeting that meets specific conditions is created in Calendly. Streamline the integration between Freshsales and Calendly to improve the efficiency of your sales activities.

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■Who This Template Is For

• Sales representatives who manually connect Freshsales and Calendly and find task creation time-consuming
• Inside sales teams looking to prevent missed follow-ups for appointments booked through Calendly
• Managers who want to automate the integration between Freshsales and Calendly and improve team-wide productivity

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■Benefits of Using This Template

• Automatically create a task in Freshsales when a meeting is scheduled in Calendly, reducing the time spent on manual work.
• Prevent missed task entries and errors caused by manual input, helping improve the accuracy of sales activities using Freshsales and Calendly.

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■Workflow Steps

1. First, connect Freshsales and Calendly to Yoom.
2. Next, select Calendly as the trigger and set the “When a meeting is scheduled” action.
3. Next, configure the branching feature in the operation so that subsequent steps run only when specific conditions are met.
4. Next, select Freshsales in the operation, configure the “Search users/leads/contacts/accounts/deals” action, and retrieve the required information.
5. Finally, configure Freshsales’s “Create a task” operation and assign the task to the appropriate person.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger starts.

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■Customization Options

• In the Calendly trigger settings, specify the organization URI you want to connect.
• In the branching settings, you can define the conditions that trigger task creation, such as a specific event type or response content.
• When creating a task in Freshsales, specify the ID of the item to associate with the task and the assignee’s ID.

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■Notes

• Connect both Calendly and Freshsales to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations will result in errors.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.