1.Detects new invitee created
Integrate Calendly and scheduling tools to pull full name, email, booking time, and form responses to start your lead capture flow.
Add new demo bookings to outbound lead list
Automatically catch demo booking invitees created across Calendly and Google Sheets and Gmail and Slack. Create and update when invitee created, booking time confirmed, or form responses submittedβso you can add leads, send pre demo details, and notify the BDR channel without manual follow-up.
How this automation accelerates your demo follow-up
When Invitee Created, demo leads can be missed or contacted late, hurting conversion. This automation pulls booking data, dedupes by email, updates your outbound sheet, and triggers email and BDR notificationsβso your team can follow up without chasing details.
Calendlyor swap with your favorite app
2.Splits full name for greeting
Integrate Formatter by Zapier and personalization mapping tools to split the invitee name and fill the email greeting field.
Formatter by Zapieror swap with your favorite app
3.Looks up invitee email row
Integrate Google Sheets and worksheet tools to find an existing email match in your outbound sheet before creating anything new.
Google Sheetsor swap with your favorite app
4.Creates a pending lead row
Integrate Google Sheets and spreadsheet mapping tools to add a new row with booking time, notes, and Pending status.
5.Sends pre demo message
Integrate Gmail and email templates to send a pre demo email with recipient mapping, greeting, booking summary, and prep links.
Gmailor swap with your favorite app
6.Notifies the BDR channel
Integrate Slack and team messaging tools to post a concise booking summary and a link to the new sheet row for follow-up.
Slackor swap with your favorite app
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