1.Captures invitee booking payload
Integrate Calendly to receive invitee created details, including email, name, phone, scheduled time, join URL, and intake answers.
Add booked meeting attendees to CRM and mailing list
Automatically monitor invitees created in Calendly across MailerLite and HubSpot. Create and update subscriber records and CRM contacts when qualifying meetings get booked, so you can keep mailing groups in sync and log meeting notes without manual list updates.
How this automation grows your email audience
When invitees get created in Calendly, delays can stall follow-up and cause audience drift. This automation filters events, formats contact details, and updates MailerLite and HubSpotβso your team can grow lists without manual updates.
Calendlyor swap with your favorite app
2.Filters for qualifying events
Integrate Filter by Zapier to continue only for qualifying event types or scheduling URLs, skipping internal or non client events.
Filter by Zapieror swap with your favorite app
3.Splits full name into first and last
Integrate Formatter by Zapier and analytics tools to text split full name into first name and last name fields.
Formatter by Zapieror swap with your favorite app
4.Formats phone for CRM fields
Integrate Formatter by Zapier and data enrichment tools to format phone into international E.164 style for CRM readiness.
5.Creates or updates subscriber
Integrate MailerLite and email audience tools to create or update subscribers, set tags, add groups, and resubscribe as needed.
MailerLiteor swap with your favorite app
6.Upserts contact and creates engagement
Integrate HubSpot and CRM notes tools to upsert contact records by email and create an engagement note with join URL and intake.
HubSpotor swap with your favorite app
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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