1.Monitors invitee created
Integrate Calendly and meeting scheduling tools to capture invitee payload and map name, email, phone, and tracking fields.
Create lead from scheduled meeting to intake endpoint
Automatically detect invitee created events from Calendly across intake endpoint tools. Create and update lead records when integration is enabled, normalize phone formatting, and POST contact payloadsβso you can follow up the same day without manual copy paste.
How this automation creates same-day lead intake
When a meeting is scheduled, unprocessed invitee payloads delay follow-up and reduce conversion. This automation monitors Calendly invitees, retrieves your intake endpoint, transforms contact fields, and posts new leadsβso your team can respond the same day.
Calendlyor swap with your favorite app
2.Fetches intake endpoint
Integrate Sub Zap by Zapier and configuration tools to retrieve the intake endpoint URL and integration flag.
Sub-Zap by Zapieror swap with your favorite app
3.Stops non qualifying records
Integrate Filter by Zapier and rule logic tools to continue only when the integration flag is enabled or endpoint is returned.
Filter by Zapieror swap with your favorite app
4.Normalizes phone format
Integrate Code by Zapier and data transformation tools to standardize phone formatting and output the formatted phone.
Code by Zapieror swap with your favorite app
5.Posts lead to endpoint
Integrate Webhooks by Zapier and endpoint intake tools to POST mapped fields into your intake system with source tags.
Webhooks by Zapieror swap with your favorite app
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