1.Detect invitee booking created
Integrate Calendly and scheduling workflows to trigger on new invitee created bookings and capture call event details.
Add booked discovery calls to lead records and notify reps
Automatically monitor invitee created booking events across Calendly, Airtable, AI by Zapier, TimelinesAI, and Slack. Create and update when discovery call booked, invitee details captured, or booking time confirmedβso you can sync lead records, assign owners, and notify reps without manual follow-up.
How this automation routes new discovery calls to the right reps
When discovery call bookings happen, leads can sit unowned and reps miss the timing window. This automation uses Calendly triggers to find or create Airtable lead records, generate a message, and notify reps in Slackβso your team acts immediately.
Calendlyor swap with your favorite app
2.Find lead by invitee email
Integrate Airtable and CRM record lookups to search your leads table by invitee email and return match details.
Airtableor swap with your favorite app
3.Create or update lead record
Integrate Airtable and CRM fields to map invitee data to lead fields and create or update the lead row.
4.Generate outreach message text
Integrate AI by Zapier and message templates to turn first name and booking answers into a short friendly outreach message.
AI by Zapieror swap with your favorite app
5.Send message to contact
Integrate TimelinesAI and chat lookup to find the contact by phone and send the generated message.
TimelinesAIor swap with your favorite app
6.Post reps channel summary
Integrate Slack and team notifications to post a private channel message with lead link, owner, time, and call type.
Slackor 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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