1.Extract invitee and booking details
Integrate Calendly and scheduling data to extract invitee fields, booking UUID, and consult timing to create lead-ready inputs.
Create lead from new booking for client intake
Automatically extract invitee details from Calendly across lead capture tools and CRM routing. Create and update CRM leads when invitee created, consultation scheduled, or booking UUID capturedβso you can normalize phone data, find or create records, and route by case type without manual intake.
How this automation creates qualified leads your team can call
When invitee created events land in scheduling without fast CRM entry, intake slows and high-intent bookings get missed. This automation extracts booking details, normalizes phone numbers, and updates or creates Zoho CRM leadsβso your team can respond immediately.
Calendlyor swap with your favorite app
2.Normalize phone number to E.164
Integrate Formatter by Zapier and data formatting tools to convert the phone answer into E.164 output to prepare CRM writes.
Formatter by Zapieror swap with your favorite app
3.Find lead by invitee email
Integrate Zoho CRM and CRM lookup tools to match by email and update phone, consult datetime, and booking ID details.
Zoho CRMor swap with your favorite app
4.Create or update lead and route
Integrate Zoho CRM and sales routing tools to create or update the lead, set open status, and apply case-type picklist and owner.
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