1.Captures invitee booking details
Integrate Calendly and scheduling data to capture booking timestamp, attendee name, attendee email, and responses for lead tracking.
Add scheduled consultations to lead tracker
Automatically capture new booking details across Calendly, Formatter by Zapier, Google Sheets, and Salesforce. Create formatted appointment entries and update CRM lead references when booking created, attendee added, or meeting scheduledβso you can qualify leads, preserve audit-ready timestamps, and avoid manual data entry.
How this automation updates your lead tracker links
When a new booking is created, manual lead capture can delay routing and qualification for scheduled consultations. This automation captures booking details, formats dates, filters for valid records, writes lead rows, and updates Salesforce link fieldsβso your team can keep CRM data current.
Calendlyor swap with your favorite app
2.Formats booking date and entry dates
Integrate Formatter by Zapier and date/time tools to format the booking created timestamp and scheduled start for sheet and CRM fields.
Formatter by Zapieror swap with your favorite app
3.Filters to qualifying bookings
Integrate Filter by Zapier and validation rules to continue only when bookings meet your criteria like non-empty email.
Filter by Zapieror swap with your favorite app
4.Upserts lead row in All Leads
Integrate Google Sheets and spreadsheet lookup to add or map a lead row by attendee email with status Needs Review and stage Open.
Google Sheetsor swap with your favorite app
5.Links lead reference to account
Integrate Salesforce and CRM lookup to find the account by contact email and update the lead reference field.
Salesforceor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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