1.Detects invitee created
Integrate Calendly and scheduling tools to detect invitee creation events to trigger lead routing.
Create and update CRM leads from booked meetings
Automatically monitor invitee creation events across Calendly and Zapier. Create and update when qualifying bookings, enriched occupation segments, and formatted meeting times are readyβso you can capture leads, standardize fields, and ingest into your marketing platform without manual lead entry.
How this automation creates marketing-qualified leads
When invitees book meetings but data is inconsistent, leads can slip through or need manual cleanup. This automation filters qualifying bookings, enriches responses, and posts lead payloadsβso your team can launch sequences faster.
Calendlyor swap with your favorite app
2.Continues for qualifying records
Integrate Filter by Zapier and event filters to continue only for matching booking criteria to qualify records.
Filter by Zapieror swap with your favorite app
3.Maps occupation and segments
Integrate Formatter by Zapier and data formatting tools to run lookups and map answers to standardized occupation fields.
Formatter by Zapieror swap with your favorite app
4.Formats meeting start time
Integrate Formatter by Zapier and time formatting tools to adjust meeting start time and map it to the meeting time field.
5.Posts lead to marketing platform
Integrate Webhooks by Zapier and lead ingest endpoints to post mapped invitee fields so the marketing platform creates the lead.
Webhooks by Zapieror swap with your favorite app
6.Gets auth token
Integrate Webhooks by Zapier and token retrieval to fetch an access token so the lead ingest POST can authenticate.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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