Connect Meets with Calendly
Unlock the superpowers of Meets + Calendly and automate your tasks without having to write a single line of code.
Meets and Calendly
your way
Check out the available triggers and actions in the automation of apps Meets + Calendly
Won opportunity
For each conquered opportunity on MeetsTrigger
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Canceled scheduling
For each canceled scheduling on CalendlyTrigger
Cancellation URL
Guest email
Appointment creation date
Guest name
Guest: First name
Guest: Last name
Rescheduling URL
Event status
Time zone
Guest Text Reminder Phone
Start date/time
End date/time
Start date/time (Brasília time)
Start date (Brasília time)
Start time (Brasília time)
Start date/time (according to the payload timezone)
Start date (according to the payload timezone)
Start time (according to the payload timezone)
End date/time (Brasília time)
End date (Brasília time)
End time (Brasília time)
End date/time (according to the payload timezone)
End date (according to the payload timezone)
End time (according to the payload timezone)
Event duration
Event's place
Type of event (in-person or remote)
Event URL
Event type name
Questions and answers
The UTM parameter used to track a campaign
The UTM parameter that identifies the origin (traffic source platform)
The UTM parameter that identifies the input type (e.g. cost per click (CPC), social media, affiliate, or QR code)
UTM Content Tracking Parameter
The UTM parameter used to track keywords
The unique identifier of the Salesforce record
Name of the person who canceled
Reason for cancellation
Lost opportunity
For each lost opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created scheduling
For each created scheduling on CalendlyTrigger
Cancellation URL
Guest email
Appointment creation date
Guest name
Guest: First name
Guest: Last name
Rescheduling URL
Event status
Time zone
Guest Text Reminder Phone
Start date/time
End date/time
Start date/time (Brasília time)
Start date (Brasília time)
Start time (Brasília time)
Start date/time (according to the payload timezone)
Start date (according to the payload timezone)
Start time (according to the payload timezone)
End date/time (Brasília time)
End date (Brasília time)
End time (Brasília time)
End date/time (according to the payload timezone)
End date (according to the payload timezone)
End time (according to the payload timezone)
Event duration
Event's place
Type of event (in-person or remote)
Event URL
Event type name
Questions and answers
The UTM parameter used to track a campaign
The UTM parameter that identifies the origin (traffic source platform)
The UTM parameter that identifies the input type (e.g. cost per click (CPC), social media, affiliate, or QR code)
UTM Content Tracking Parameter
The UTM parameter used to track keywords
The unique identifier of the Salesforce record
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin
City
State
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Automate Meets and Calendly
with Pluga integrationsExplore automation templates
For each created event on Calendly, register an opportunity on Meets
EXPLOREFor each canceled event on Calendly, register an opportunity on Meets
EXPLOREMiss an automation with this apps?
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Automate Meets + Calendly
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. Meets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit MeetsCalendly
CalendarCalendly is a free meeting scheduling software. Its features include time slot reservations, automation, and the ability to integrate with other calendars, like Google Calendar and Outlook.
Integrations with Calendly Visit Calendly