1.Detect invitee created booking
Integrate Calendly and scheduling records to detect new bookings and capture lead intake inputs.
Create advisor lead row from scheduled consultation bookings
Automatically monitor invitee created bookings across Calendly and Google Sheets. Create and update advisor and master lead rows when qualifying session titles or advisor assignments come inβso you can capture details, route follow-up prep, and archive records without manual data entry.
How this automation captures qualified consultation leads
When an invitee created booking comes in, missed intake can slow follow-up and create reporting gaps. This automation filters qualifying sessions, normalizes booking details, and appends rows to advisor and master lead worksheetsβso your team can act fast on fresh leads.
Calendlyor swap with your favorite app
2.Filters to qualifying consultation bookings
Integrate Filter by Zapier and rule checks to continue only when session title and advisor match.
Filter by Zapieror swap with your favorite app
3.Splits invitee full name into parts
Integrate Formatter by Zapier and data formatting tools to split the invitee name into first and last fields.
Formatter by Zapieror swap with your favorite app
4.Formats booking date for tracking
Integrate Formatter by Zapier and date tools to convert the booking timestamp into a formatted session date.
5.Appends rows to advisor worksheets
Integrate Google Sheets and spreadsheet reporting to add normalized fields into the configured advisor worksheet.
Google Sheetsor swap with your favorite app
6.Appends rows to master lead worksheet
Integrate Google Sheets and lead tracking spreadsheets to add the same normalized fields to the master lead tracker.
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