1.Monitors booking scheduled events
Integrate Calendly to catch new booking events and pass invitee details into your lead intake flow.
Create booked-call lead and intake item in boards
Automatically catch invitee created booking events across Calendly and your workflow tools. Create and update when qualifying bookings are scheduled, so you can log lead intake details, create board follow-ups, and keep everything current without manual reporting.
How this automation accelerates booked-call intake
When invitee created bookings happen, delays can break intake handoffs and slow follow-up. This automation catches booking events, filters and formats details, then creates spreadsheet rows and updates monday.com itemsβso your team can route intake instantly.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier to apply intake criteria filters so only qualifying bookings proceed to logging.
Filter by Zapieror swap with your favorite app
3.Formats scheduled time
Integrate Formatter by Zapier to convert the scheduled start time into a readable local string.
Formatter by Zapieror swap with your favorite app
4.Creates spreadsheet row
Integrate Google Sheets and mapping tools to create a row with name, email, responses, and formatted time.
Google Sheetsor swap with your favorite app
5.Finds and creates intake items
Integrate monday.com and board workflows to find leads by email, then create and link follow-up intake items.
monday.comor swap with your favorite app
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