1.Monitor invitee created
Integrate Calendly and scheduling capture tools to map attendee name to contact name and email to contact email fields.
Add scheduled meeting attendees to lead intake pipeline
Automatically capture invitee details across Calendly, Formatter by Zapier, and Webhooks by Zapier. Create and update lead intake records when invitee created, meeting booked, or booking request submittedβso you can route follow-up, keep attribution, and tag booking leads without manual data entry.
How this automation accelerates booked meeting lead intake
When Invitee Created, manual capture can slow follow-up and break attribution. This automation delays processing, formats timestamps and phone numbers, and posts a structured lead record to your lead intake endpointβso your team can respond faster.
Calendlyor swap with your favorite app
2.Delay for final tracking
Integrate Delay by Zapier and workflow timing tools to pause for 2 minutes before sending lead intake data.
Delay by Zapieror swap with your favorite app
3.Transform scheduled timestamps
Integrate Formatter by Zapier and timezone formatting tools to convert scheduled start and end into your configured timezone.
Formatter by Zapieror swap with your favorite app
4.Normalize phone number
Integrate Formatter by Zapier and contact validation tools to normalize phone input to E.164 or your default region.
5.Send lead intake JSON
Integrate Webhooks by Zapier and reporting fields to POST contact details, formatted timestamps, UTM fields, and responses to your endpoint.
Webhooks by Zapieror swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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