1.Detect new calendar event
Integrate Google Calendar and scheduling systems to pass event details and capture consultation booking signals.
Add or update lead from booked consultation
Automatically monitor new events in Google Calendar across Google Calendar, Zapier Tables, and Gmail. Create and update when event title matches consultation keyword, attendee email is present, or manual bookings are scheduledβso you can create lead records, update appointment datetime, and send confirmations without manual lead entry.
How this automation accelerates consultation follow-up
When a new event gets created in a configured Google Calendar, missed lead capture can delay outreach and confirmations. This automation filters consultation bookings, enriches attendee data, and creates or updates leads and sends Gmail confirmationsβso your team can follow up at the right time.
Google Calendaror swap with your favorite app
2.Filters for manual consultations
Integrate Filter by Zapier and event rules to continue only for consultation keyword matches and ignore auto events.
Filter by Zapieror swap with your favorite app
3.Extracts lead and appointment fields
Integrate Formatter by Zapier and data formatting tools to map attendee email and format the appointment datetime.
Formatter by Zapieror swap with your favorite app
4.Finds and upserts lead records
Integrate Zapier Tables and database tools to find by email and create or update lead records with booking details.
Zapier Tablesor swap with your favorite app
5.Sends confirmation email to attendee
Integrate Gmail and email sending tools to send a personalized confirmation with first name and appointment datetime.
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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