How to create opportunities

You can create opportunities manually or set up automatic creation from your Calendly bookings.

Create an opportunity manually

Create an opportunity for any lead, whether they booked with you or came from another source.

To create an opportunity:

1. Go to Opportunities.
2. Select + Add opportunity.
3. Enter your opportunity details.
4. Select Save.

Your opportunity is now on the board. You can move it between stages and edit it any time.

Create opportunities automatically from bookings

Set up an automation so that every booking made with a selected event type creates an opportunity automatically. This is perfect for event types where you meet with potential clients.

From the Opportunities page:

1. Select Opportunities from your navigation menu.
2. Select Automations.
3. Select + Add new automation.
4. In the Automation name field, give your automation a name.
• This name helps you identify and manage the automation under Automations.
5. Select which event type should create opportunities.
6. Choose which stage new opportunities should land in.
7. In the Opportunity name field, set your default name.
• Calendly will use this name for all opportunities created by this automation.
8. Select Save.

From the event type editor:

1. Go to Scheduling.
2. Select the event type you want to automate.
3. Select More Options.
4. Find the Contact automations section.
5. Select + Add next to Create new opportunity.
6. In the Automation name field, give your automation a name.
• This name helps you identify and manage the automation under Automations.
7. Select which event type should create opportunities.
8. Choose which stage new opportunities should land in.
9. In the Opportunity name field, set your default name.
• Calendly will use this name for all opportunities created by this automation.
10. Select Enable.

Your automation is now active. Whenever someone books this event, an opportunity is created automatically and placed in your chosen stage. The contact is linked with all booking details included.