1.Detect booking created events
Integrate Cal.com and scheduling tools to detect new booking events for demo sessions and capture attendee details.
Create demo leads and alert sales team immediately
Automatically detect demo booking created events across Cal.com and marketing tools. Create and update sales-ready leads when booking event data arrives, enroll contacts in ActiveCampaign, and send SMS confirmations when neededβso you can prevent follow-up delays, avoid missed demo leads, and reduce manual CRM work.
How this automation accelerates your demo follow-up
When demo booking event data arrives, delays can cost pipeline and demo attendance. This automation formats attendee details, notifies sales, and creates or updates leads and marketing enrollmentβso your team can respond immediately.
Cal.comor swap with your favorite app
2.Extract and normalize attendee fields
Integrate Formatter by Zapier and data formatting tools to split names and format start time for demo session data.
Formatter by Zapieror swap with your favorite app
3.Post qualifying demo booking to sales
Integrate Slack and routing rules to post a concise demo alert only for session type values that contain Demo.
Slackor swap with your favorite app
4.Create or update CRM lead
Integrate Close and CRM tools to find leads by email and create or update lead fields and notes.
Closeor swap with your favorite app
5.Add or update contact in list
Integrate ActiveCampaign and marketing lists to add or update the contact for product updates and demos.
ActiveCampaignor swap with your favorite app
6.Send automated demo SMS confirmation
Integrate Quo and messaging tools to send a welcome SMS with the formatted session time and confirmation note.
Quoor swap with your favorite app
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Step 1
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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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