1.Invitee created for scheduled booking
Maps booking name to full name, booking email to contact email, and booking notes to intake notes from each scheduled estimate.
Create client lead and job from estimate booking
Automatically detect estimate booking invitees across Calendly, Formatter by Zapier, Google Sheets, Builder Prime, and CompanyCam. Create and update client and project records when estimate booking created or new invitee booked or booking notes submittedβso you can extract details, prevent duplicates, and log intake without manual handoff.
How this automation accelerates your lead handoff
When a scheduled estimate booking is created, delays can stall estimators and crews. This automation extracts details and detects duplicates, then creates client and project recordsβso your team can move faster with complete intake.
Calendlyor swap with your favorite app
2.Extract and clean address and phone
Extracts address parts from the scheduled location and normalizes phone numbers into digits-only values.
Formatter by Zapieror swap with your favorite app
3.Lookup contact email for duplicates
Searches the configured worksheet by contact email and returns the first match to identify duplicates.
Google Sheetsor swap with your favorite app
4.Create client record when missing
Creates a client record when no sheet match is found, sets the lead stage, and saves custom intake fields.
Builder Primeor swap with your favorite app
5.Create project and log intake
Finds or creates a project by address and client name, then adds a new intake row with date and project identifier.
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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