1.Detect new booking invites
Integrate Calendly to capture new booking details for lead creation.
Create qualified lead from booked appointment, notify ops
Automatically detect new booking invites across Calendly, Formatter by Zapier, MySQL, Woodpecker.co, Google Sheets, and Microsoft Outlook. Create and update lead records when bookings are created, qualifying tag is present, or attendee details appearβso you can enrich prospects, log tracker rows, and notify ops without manual follow-up.
How this automation speeds up lead follow-up
When invitee created happens, qualified bookings can sit unprocessed and timing slips for reps. This automation formats booking details, checks for existing contacts, creates or updates prospects, and notifies opsβso your team can act immediately.
Calendlyor swap with your favorite app
2.Normalizes booking fields
Integrate Formatter by Zapier and data formatting tools to standardize dates, phones, and Q and A into notes.
Formatter by Zapieror swap with your favorite app
3.Looks up contact by tracking ID and email
Integrate MySQL and database lookup tools to check for an existing contact using tracking identifier and email.
MySQLor swap with your favorite app
4.Creates or updates prospect
Integrate Woodpecker.co and contact enrichment tools to create or update prospect details and engagement status.
Woodpecker.coor swap with your favorite app
5.Adds row to master tracker
Integrate Google Sheets and reporting fields to log processed bookings in a new tracker row for attribution.
Google Sheetsor swap with your favorite app
6.Notifies ops and campaign owners
Integrate Microsoft Outlook and email templates to send ops alerts with appointment time, notes, and tracker reference.
Microsoft Outlookor swap with your favorite app
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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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