1.Detect invitee created booking event
Integrate Calendly and booking event tracking to detect invitee created booking events and start lead enrichment.
Create CRM lead from new booking with UTMs
Automatically detect invitee created booking events across Calendly, Formatter by Zapier, Google Sheets, and Pipedrive. Create and update CRM leads when booking references map to UTM fields, so you can create people, populate lead source, and schedule follow-ups without manual lead entry.
How this automation creates lead-ready CRM context
When invitee created booking events happen, leads and context can get stuck in inboxes and reps miss the first response window. This automation extracts booking references, looks up UTMs, and creates people, leads, and timed follow-up tasksβso your team can act fast.
Calendlyor swap with your favorite app
2.Extract booking reference from URL
Integrate Formatter by Zapier and payload parsing to extract a booking reference from the Calendly payload URL.
Formatter by Zapieror swap with your favorite app
3.Lookup UTM mapping by reference
Integrate Google Sheets and mapping tables to lookup a configured UTM mapping row and map source fields.
Google Sheetsor swap with your favorite app
4.Find or create person by email
Integrate Pipedrive and CRM records to find or create a person by invitee email and map contact fields.
Pipedriveor swap with your favorite app
5.Create lead and timed follow-up
Integrate Pipedrive and CRM activities to create a lead with source fields and a timed activity from booking start time.
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