1.Detect new invitee booking
Integrate Calendly and booking data to map attendee email and name into contact fields for registration matching.
When invitees are created in Calendly, registrations can stay unscheduled and team updates get delayed. This automation maps booking details, finds the right campaign and member records, and updates status or sends a direct messageβso your team can confirm bookings fast.
Integrate Calendly and booking data to map attendee email and name into contact fields for registration matching.
Integrate Delay by Zapier and workflow timing tools to pause for 10 minutes to allow downstream systems to settle.
Integrate Zapier Tables and lookup services to find the event campaign record by campaign identifier and return its reference.
Integrate Salesforce and CRM lookup tools to find campaign records and campaign members by campaign reference and booking email.
Integrate Salesforce and CRM record updates to update the campaign member registration status to the configured scheduled value.
Integrate Slack and messaging workflows to send a direct message with booking summary and a booking link when no member exists.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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