1.Captures invitee created booking
Integrate Calendly, event scheduling tools, and CRM timezone settings to capture registrant details and trigger the lead workflow.
Add booked event attendees to prospect lead list
Automatically capture booked event invitees across Calendly, Google Sheets, and Webhooks by Zapier. Create and update prospect lead entries and send enriched registration payloads when invitee created, phone captured, or session times scheduledβso you can enrich leads, standardize timestamps, and update your roster without manual follow-up.
How this automation accelerates your prospect lead list
When invitee created bookings arrive, leads can slip through and records stay inconsistent. This automation captures registrant details, formats phone and time fields, then updates your roster and posts enriched payloadsβso your team can onboard new prospects faster.
Calendlyor swap with your favorite app
2.Formats phone to E.164
Integrate Formatter by Zapier and phone normalization tools to map source phone to formatted phone for reliable lead lookups.
Formatter by Zapieror swap with your favorite app
3.Converts event times to ISO
Integrate Formatter by Zapier and time normalization tools to standardize scheduled start and end into ISO timestamps.
4.Looks up attendee row by phone
Integrate Google Sheets and spreadsheet lookup tools to find an existing attendee row using the formatted phone.
Google Sheetsor swap with your favorite app
5.Updates or creates attendee row
Integrate Google Sheets and roster management tools to update contact and session fields or create a new attendee row.
6.Posts lead to registration endpoint
Integrate Webhooks by Zapier and registration endpoint tools to post contact, phone, adjusted start and end, and tracking fields.
Webhooks by Zapieror 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.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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