1.Monitors invitee created events
Integrate Calendly and booking tools to monitor invitee created events and expose booking details for lead capture.
Create executive lead from new consultation booking in board
Automatically catch new consultation bookings from Calendly invitee created events across monday.com. Create and update when bookings are submitted, scheduled start is set, or intake answers arriveβso you can create board items, assign owners, and store responses without manual lead entry.
How this automation creates executive lead visibility
When new consultation bookings happen, reps lose time when leads sit unorganized and follow-up slips. This automation catches invitee events, creates board items, and assigns an ownerβso your team can see booked time and intake answers instantly.
Calendlyor swap with your favorite app
2.Creates a lead item on board
Integrate monday.com and workflow boards to create an item and map invitee name, email, date, and intake responses.
monday.comor swap with your favorite app
3.Updates person owner assignment
Integrate monday.com and task routing tools to assign a configured owner and set follow-up responsibility.
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