1.Monitors invitee created
Integrate Calendly and scheduling tools to detect invitee details to trigger lead creation.
Create sales lead and deal from booked demo
Automatically monitor invitee created from Calendly across Zapier Tables, Zapier, and HubSpot. Create and update records when configured scheduling pages or event types bookβso you can find contacts, build company profiles, and launch deals without manual follow-up.
How this automation accelerates demo lead creation
When demo invitees get created, delays can leave qualified leads without a CRM record. This automation filters bookings, builds Zapier Tables entries, and creates contacts and deals in HubSpotβso you can start outreach faster.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and routing rules to continue only for configured event types or scheduling pages.
Filter by Zapieror swap with your favorite app
3.Creates or finds table contact record
Integrate Zapier Tables and data mapping tools to search by email and create a worksheet record.
Zapier Tablesor swap with your favorite app
4.Pauses before CRM writes
Integrate Delay by Zapier and workflow timing to pause briefly so downstream lookups complete.
Delay by Zapieror swap with your favorite app
5.Extracts invitee email domain
Integrate Formatter by Zapier and data parsing to extract the invitee email domain for company matching.
Formatter by Zapieror swap with your favorite app
6.Creates contact, company, and deal
Integrate HubSpot and CRM records to find contact by email, create deal, and associate it to company.
HubSpotor swap with your favorite app
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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