1.Monitor invitee created webhooks
Integrate Calendly and scheduling webhooks to capture invitee payloads and map names, email, phone, and start time to lead fields.
Add new bookings to lead tracker and notify
Automatically capture invitee created events across Calendly, Formatter by Zapier, Airtable, Call Tools PCC, and Gmail. Create and update normalized lead records and notify prospects and your call centerβso you can avoid manual data entry, follow-up, and missed context.
How this automation keeps lead tracking up to date
When invitee created signals arrive, delays can leave reps without contact context during calls. This automation normalizes contact details and creates lead records and updates call center contactsβso your team can follow up with verified information.
Calendlyor swap with your favorite app
2.Normalize attendee name and phone
Integrate Formatter by Zapier and text normalization tools to capitalize attendee names and convert raw phone inputs to formatted numbers.
Formatter by Zapieror swap with your favorite app
3.Create lead record in Airtable
Integrate Airtable and appointment metadata fields to create a new record with normalized name, phone, email, and appointment time.
Airtableor swap with your favorite app
4.Find or update call contact
Integrate Call Tools PCC and contact matching to search by formatted phone, then update tags and write the contact ID back.
Call Tools PCCor swap with your favorite app
5.Send booking confirmation email
Integrate Gmail and inbox visibility to send an attendee confirmation and CC an internal owner right after record creation.
Gmailor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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