1.Monitors invitee created sessions
Integrate Calendly and calendar booking tools to catch a new invitee created event and capture session payload data.
Add scheduled retirement strategy leads to your tracker
Automatically capture invitee-created retirement sessions across Calendly and Google Sheets. Create and update tracker rows when new session booked, invitee created, or booking timestamp capturedβso you can qualify sessions, normalize names, and keep a lead tracker without manual entry.
How this automation grows booked retirement leads
When invitee created, retirement session details can sit in inboxes and spreadsheets unorganized. This automation filters qualifying bookings, formats attendee and date data, and creates tracker rowsβso your team can update leads in minutes.
Calendlyor swap with your favorite app
2.Filters for qualifying hosts
Integrate Filter by Zapier and lead routing rules to continue only for qualifying session types and configured host bookings.
Filter by Zapieror swap with your favorite app
3.Splits name fields
Integrate Formatter by Zapier and data mapping tools to split the full name into first, last, and title columns.
Formatter by Zapieror swap with your favorite app
4.Formats booking dates
Integrate Formatter by Zapier and date formatting tools to convert the booking timestamp into a consistent MM/DD/YY date string.
5.Creates spreadsheet rows
Integrate Google Sheets and spreadsheet reporting to create rows in your lead tracker and monthly worksheet for advisor use.
Google Sheetsor swap with your favorite app
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