1.Monitor invitee created
Integrate Calendly and scheduling data to trigger the workflow and map attendee details to the intake payload.
Create lead from strategy booking for project intake
Automatically capture strategy-type bookings across Calendly and Zapier apps. Create and update leads when invitee created, event type qualifies, or scheduled start is formattedβso you can route intake details, format outreach timing, and kick off coordination without manual paperwork.
How this automation creates intake leads faster
When invitee created for strategy events, delays can stall project intake and slow outreach. This automation monitors booking signals, filters qualifying event types, and posts a timezone-ready intake payloadβso your team can start outreach immediately.
Calendlyor swap with your favorite app
2.Filter by event type
Integrate Filter by Zapier and rule logic to continue only for qualifying strategy event types.
Filter by Zapieror swap with your favorite app
3.Convert scheduled start time
Integrate Formatter by Zapier and timezone utilities to convert the scheduled start into an ISO timestamp.
Formatter by Zapieror swap with your favorite app
4.Post intake payload
Integrate Webhooks by Zapier and HTTP requests to post attendee name, email, formatted start, and event type.
Webhooks by Zapieror swap with your favorite app
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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