1.Detects discovery call invitees
Integrate Calendly to detect invitee created events and start lead capture for call logging.
Create discovery lead items from booked calls
Automatically monitor discovery call invites across Calendly and your lead board. Create and update lead entries when invitee created, discovery call booked, or booking creation loggedβso you can track calls, capture details, and keep a call log without manual reporting.
How this automation logs discovery calls for faster follow-up
When discovery call invitees are created, missed data slows coaching decisions and call follow-up. This automation formats booking details and creates lead board records and appends call log rowsβso your team can follow up quickly.
Calendlyor swap with your favorite app
2.Formats scheduled start time
Integrate Formatter by Zapier and timezone tools to convert scheduled start into a formatted date and time to save time.
Formatter by Zapieror swap with your favorite app
3.Formats booking creation date
Integrate Formatter by Zapier and date formatting tools to convert booking timestamps into a readable created date to log.
4.Creates lead board item
Integrate monday.com and lead board tools to create a new lead item with status, notes, and contact details for tracking.
monday.comor swap with your favorite app
5.Appends call log row
Integrate Google Sheets and reporting tools to add the discovery call details into the call log for auditing.
Google Sheetsor swap with your favorite app
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