1.Captures invitee created booking
Integrate Calendly and scheduling tools to capture the booking payload and pass core fields into the flow.
Update lead record when a call is booked
Automatically capture invitee created new booking details across Calendly and monday.com. Create and update lead records when bookings match your rulesβso you can assign owners, set call booked status, and schedule call dates without manual lead updates.
How this automation updates your call booked leads
When invitee created bookings are missed or delayed, lead owners lose response time and call pipeline gets stale. This automation captures booking payloads, formats and qualifies the event, then updates lead records in monday.comβso your team can confirm calls quickly.
Calendlyor swap with your favorite app
2.Formats phone and finds owner
Integrate Formatter by Zapier and data mapping tools to format the phone and lookup the internal owner ID.
Formatter by Zapieror swap with your favorite app
3.Waits one minute
Integrate Delay by Zapier and delivery buffers to pause for one minute so downstream systems can settle.
Delay by Zapieror swap with your favorite app
4.Qualifies meeting type
Integrate Filter by Zapier and rules engines to continue only for configured meeting types that should update leads.
Filter by Zapieror swap with your favorite app
5.Searches and updates lead item
Integrate monday.com and lead board management to search by booking email or phone and update the lead item.
monday.comor swap with your favorite app
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Add ad form contacts to nurture list instantly
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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