1.Find booked consultation events
Integrate Google Calendar and scheduling triggers to find booked consultation events and extract event description details for the workflow.
Add scheduled consultation attendees to lead records
Automatically monitor booked consultations events across Google Calendar and your marketing stack. Create and update when consultation bookings are added, consultation events are updated, or attendee details are capturedβso you can extract contacts, add them to ActiveCampaign lists, and update your lead records without manual data entry.
How this automation captures booked consult leads fast
When a booked consultation event is added or updated, missed attendee capture can delay outreach and reduce conversion. This automation finds the event, extracts attendee details, and adds contacts and lead recordsβso your team can follow up while intent is fresh.
Google Calendaror swap with your favorite app
2.Extract attendee email and name
Integrate Formatter by Zapier and text extraction tools to extract attendee email and name fragments for contact mapping.
Formatter by Zapieror swap with your favorite app
3.Add contact to marketing list
Integrate ActiveCampaign and marketing lists to add the extracted contact with booking tags for instant audience growth.
ActiveCampaignor swap with your favorite app
4.Upsert lead record in database
Integrate Notion and lead database records to find by email, create if missing, and update stage with booking notes.
Notionor 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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