1.Catch invitee created bookings
Integrate Calendly and appointment intake fields to capture invitee name, email, and booking timestamp for lead tracking.
Add booked invitees to marketing leads list
Automatically monitor booked invitees across Calendly and Encharge, then capture invitee name, email, scheduled start, and intake notes. Create and update lead records when invitees are created, so you can normalize booking details, track statuses, and segment nurture audiences without manual spreadsheet work.
How this automation captures booked invitees for nurture
When invitee bookings are created, missed lead records delay follow-up and tagging accuracy. This automation maps invitee details, formats date and phone data, and updates or creates lead rows and nurture contacts—so your team can nurture at the right moment.
Calendlyor swap with your favorite app
2.Format booking dates and phones
Integrate Formatter by Zapier and phone normalization tools to format scheduled start and standardize phone numbers for matching.
Formatter by Zapieror swap with your favorite app
3.Lookup lead row by email and phone
Integrate Google Sheets and spreadsheet search to lookup the matching lead row across your workbook by email first, then phone.
Google Sheetsor swap with your favorite app
4.Update or create lead record
Integrate Google Sheets and workbook updates to update booking timestamp, status, and intake notes or create a new row.
5.Add or update person and booking tag
Integrate Encharge and contact segmentation to add or update the person and apply a booking tag for nurture lists.
Enchargeor swap with your favorite app
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