1.Monitor invitee created bookings
Integrate Calendly to capture the invitee payload and map attendee name, email, and scheduled start time.
Create leads from scheduled estimate bookings for crews
Automatically capture new invitee payloads across Calendly and Zapier across booking and intake workflows. Create and update leads when estimate booked, invitee submitted, or new booking confirmedβso you can format appointment details, post intake payloads, and segment booking sources without manual lead entry.
How this automation creates estimate-ready leads
When new estimate bookings come in through Calendly, delays can leave crews without the context they need for follow-up. This automation captures invitee data, filters for the right bookings, formats appointment date and time, and posts the intake payload so your team can respond faster.
Calendlyor swap with your favorite app
2.Filter bookings by event type
Integrate Filter by Zapier to continue only for bookings that match the configured booking page or event type.
Filter by Zapieror swap with your favorite app
3.Format appointment date and time
Integrate Formatter by Zapier to format scheduled start into appointment date and appointment time fields.
Formatter by Zapieror swap with your favorite app
4.Post lead intake payload
Integrate Webhooks by Zapier to send form encoded POST data to your intake endpoint with contact and address details.
Webhooks by Zapieror swap with your favorite app
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Step 1
Connect your tools
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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
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