1.Detect invitee created
Integrate Calendly and scheduling workflows to detect new booking invitee events for lead enrichment.
Create meeting-ready lead records from new bookings
Automatically capture new booking invitee events across Calendly, Formatter by Zapier, Salesforce, HubSpot, and Clay. Create and update when pre-call timing and CRM matches are ready—so you can enrich leads, pull context, and add records without manual enrichment work.
How this automation creates enriched lead records
When invitee created triggers a booking that needs timely enrichment, delays can cause missed context. This automation calculates a pre-call timestamp and searches CRM records, then enriches profiles and creates enrichment rows in your table—so your team can scale outreach without manual enrichment work.
Calendlyor swap with your favorite app
2.Calculates pre-call timestamp
Integrate Formatter by Zapier and date calculation tools to calculate a pre-call timestamp for enrichment timing.
Formatter by Zapieror swap with your favorite app
3.Waits until pre-call time
Integrate Delay by Zapier and scheduling rules to delay until the pre-call timestamp is reached.
Delay by Zapieror swap with your favorite app
4.Finds matching lead record
Integrate Salesforce and CRM lookup tools to find the lead by email or full name and return the lead identifier.
Salesforceor swap with your favorite app
5.Finds matching contact details
Integrate HubSpot and contact enrichment tools to pull profile details and recent activity by email.
HubSpotor swap with your favorite app
6.Creates enrichment table row
Integrate Clay and data mapping tools to create a normalized lead record with booking answers and activity notes.
Clayor swap with your favorite app
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Step 1
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