1.Monitors invitee created for RFP event
Integrate Calendly and RFP form data to catch the configured event booking and move answers into your workflow.
Add RFP bookings to lead tracker and schedule reps
Automatically capture RFP event bookings across Calendly and Microsoft Outlook. Create and update leads in your tracker and calendar when RFP event invitees are created or start times are set or rep routing is resolvedβso you can schedule faster, keep intake complete, and avoid manual follow-up.
How this automation speeds up rep scheduling for RFP bookings
When configured RFP bookings come in, waiting for manual data entry slows down scheduling and follow-through. This automation captures invite payloads, formats lead details, writes them to Microsoft Excel, and creates rep calendar eventsβso your team can act immediately.
Calendlyor swap with your favorite app
2.Formats localized date and time
Integrate Formatter by Zapier and date tools to transform event timestamps into localized start and end fields for invites.
Formatter by Zapieror swap with your favorite app
3.Resolves assigned rep email
Integrate Formatter by Zapier and lookup tables to map the selected representative name to the rep email for routing.
4.Adds row to lead worksheet
Integrate Microsoft Excel and spreadsheet tables to write a new RFP intake row with submission, contact, and rep details.
Microsoft Excelor swap with your favorite app
5.Routes to the right rep calendar
Integrate Paths by Zapier and conditional filters to pick the correct rep calendar based on the assigned rep.
Paths by Zapieror swap with your favorite app
6.Creates rep calendar event
Integrate Microsoft Outlook and calendar scheduling to create the meeting invite with attendee, subject, and event times.
Microsoft Outlookor swap with your favorite app
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Explore all RFP response management automations
Accelerate RFP response workflows with automated intake routing, stakeholder handoffs, and content updates
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