1.Monitor invitee created
Integrate Calendly and meeting booking data to detect new invitee created events to trigger lead routing.
Add booked calls to lead system and notify team
Automatically monitor invitee created events across Calendly, Google Sheets, Slack, Google Chat, and HighLevel. Create and update when booked calls qualify or belong to configured event typesβso you can create sheet rows, update lead records, and notify the team without manual logging.
How this automation routes booked calls faster
When new booked calls arrive, unlogged details and delayed routing can slow follow-up. This automation formats booking info, adds reporting rows, posts booking notifications, and updates lead contactsβso your team can act quickly.
Calendlyor swap with your favorite app
2.Filter for qualifying events
Integrate Filter by Zapier and booking metadata to continue only for qualifying event types to avoid routing noise.
Filter by Zapieror swap with your favorite app
3.Format booking timestamps
Integrate Formatter by Zapier and date mapping to format booking timestamps to convert scheduled start into call date fields.
Formatter by Zapieror swap with your favorite app
4.Add booking row
Integrate Google Sheets and reporting sheets to add a row mapping contact and call dates to log each booking.
Google Sheetsor swap with your favorite app
5.Post booking summary
Integrate Slack and Google Chat to post a concise booking summary to notify the team and share the sheet context.
Slackor swap with your favorite app
6.Upsert contact record
Integrate HighLevel and CRM tagging tools to add or update the contact record to apply a booked call tag.
Levor 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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