1.Invitee created
Integrate Calendly and meeting scheduling to detect invitee created and start the lead routing workflow.
Post new booking details to website leads channel
Automatically post qualifying scheduled booking details from Calendly across Calendly, Zapier, and Slack. Get formatted lead messages when invitee created, qualifying event types detected, or scheduled titles matchβso you can format start times, map attendee answers, and notify reps without manual posting.
How this automation accelerates website lead follow-up
When invitee created triggers a new booking, delayed routing causes missed follow-up opportunities. This automation filters qualifying events, formats booking details, and sends a Slack lead messageβso your team can act fast on intent.
Calendlyor swap with your favorite app
2.Filters qualifying event types
Integrate Filter by Zapier and automation rules to evaluate the scheduled event title and continue only for qualifying types.
Filter by Zapieror swap with your favorite app
3.Formats start time and answers
Integrate Formatter by Zapier and data formatting tools to format start time and normalize attendee answer fields.
Formatter by Zapieror swap with your favorite app
4.Posts booking details to channel
Integrate Slack and team messaging tools to send a rich lead message with mapped attendee details and owner info.
Slackor 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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