1.Captures invitee created bookings
Integrate Calendly, scheduling tools, and contact automation to detect new booking invites and pass invitee details into the workflow.
Add booked consultation to lead list for reps
Automatically catch invitee created bookings across Calendly and Format data with Formatter by Zapier. Create or update Salesforce leads and notify assigned reps when new invitee created, booking metadata lands, or meeting time is set β so you can prevent manual lead entry and speed qualification without follow-up delays.
How this automation accelerates your lead follow-up
When a consultation booking comes in but lead records stay unupdated, outreach misses the window and qualification slows. This automation captures invitee created details, normalizes contact data, creates or updates Salesforce leads, and notifies assigned repsβso your team can follow up while intent is fresh.
Calendlyor swap with your favorite app
2.Formats meeting time and contacts
Integrate Formatter by Zapier and data transformation tools to normalize booking datetime and contact fields for consistent downstream records.
Formatter by Zapieror swap with your favorite app
3.Finds or creates Salesforce leads
Integrate Salesforce and CRM tools to find leads by email, then create or update the lead with meeting context.
Salesforceor swap with your favorite app
4.Notifies the assigned rep by email
Integrate Gmail and notification tools to send a lead summary and meeting time to the mapped sales owner or queue.
Gmailor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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