1.Catches invitee created
Integrate Calendly and form mapping tools to catch invitee fields and route them into normalized contact and lead inputs.
Create CRM contact and lead from booking entry
Automatically catch booking invitee data across Calendly and enrich it with region details. Create and update CRM records when invitee created, questionnaire answered, or booking submittedβso you can create contacts, generate linked leads, and assign ownership without manual data entry.
How this automation creates ready-to-use leads
When invitee and questionnaire data arrive but records are not normalized, leads stall and outreach starts late. This automation catches booking entries, transforms and enriches fields, then creates or links CRM contacts and leadsβso your team can act on intent right away.
Calendlyor swap with your favorite app
2.Transforms text fields
Integrate Formatter by Zapier and data transformation tools to trim and uppercase the institution code and extract the province sigla.
Formatter by Zapieror swap with your favorite app
3.Looks up region details
Integrate Google Sheets and lookup tables to find province and region values using the formatted province sigla.
Google Sheetsor swap with your favorite app
4.Finds matching account and contact
Integrate Microsoft Dynamics 365 CRM and crm search tools to locate accounts and contacts by institution identifier and email.
Microsoft Dynamics 365 CRMor swap with your favorite app
5.Branches lead creation path
Integrate Paths by Zapier to choose contact found versus contact not found paths for the right Dynamics create actions.
Paths by Zapieror swap with your favorite app
6.Creates lead when contact exists
Integrate Microsoft Dynamics 365 CRM to create a lead linked to the found contact and account, including region fields.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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