1.Detect scheduled meeting invitee
Integrate Calendly to capture invitee payload, including contact details, pre-call answers, and the scheduled start time.
Add lead from scheduled call and notify sales
Automatically capture invitee created events across Calendly, Formatter by Zapier, Zoho CRM, and Gmail. Create and update records when invitee created, scheduled start time set, or pre-call answers submittedβso you can upsert contacts, log booking details, and notify sales without manual lead entry.
How this automation routes new leads to sales
When invitees are created but details stay scattered, sales follow-up slows and opportunities slip. This automation captures invitee payload, formats call time, upserts CRM contacts, and notifies the assigned sales ownerβso your team can act at the moment intent is highest.
Calendlyor swap with your favorite app
2.Format scheduled call time
Integrate Formatter by Zapier to convert the scheduled start time into a formatted date and time in your company timezone.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Zoho CRM to search contacts by email and return the existing contact when a match is found.
Zoho CRMor swap with your favorite app
4.Create or update contact
Integrate Zoho CRM to create or update the contact fields, map call time to last scheduled call, and apply booking tags.
5.Email sales notification
Integrate Gmail to send an alert email to the assigned sales owner or sales queue with invitee info and pre-call answers.
Gmailor swap with your favorite app
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Step 1
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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
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