1.Catches new scheduled booking
Integrate Calendly and scheduling tools to catch invitee created events and to trigger downstream check-in creation.
Create 90 day check-in records from scheduled bookings
Automatically catch new scheduled bookings across Calendly and Airtable. Create and update check-ins across opportunities and tasksβso you can create records, link the right contacts, and trigger follow-up without manual check-in tracking.
How this automation schedules your 90 day check-ins
When a booked meeting happens, delays in tracking can cause missed milestones and stale customer health signals. This automation catches new bookings, normalizes emails, finds opportunities, and creates check-in records and follow-up tasksβso your team keeps milestones on time.
Calendlyor swap with your favorite app
2.Lowercases invitee email
Integrate Formatter by Zapier and data transformation tools to normalize the invitee email for consistent opportunity matching.
Formatter by Zapieror swap with your favorite app
3.Finds matching opportunity by email
Integrate Airtable and CRM databases to search the Opportunities table and to return the first matching opportunity record.
Airtableor swap with your favorite app
4.Creates 90 day check-in record
Integrate Airtable and record management to create a Check In Calls record with meeting and answers mapped to fields.
5.Creates task for unmatched bookings
Integrate Airtable and task tracking to create a CRM Tasks record when no opportunity is found, so the owner can link it.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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