1.Monitors invitee created
Integrate Calendly and scheduling tools to trigger the workflow on new invitee bookings with booking details.
Create CRM call record and send SMS reminder to invitee
Automatically capture invitee created events across Calendly, Pipedrive, and Front. Create and update call activities and send SMS reminders when invitee created, booking window changes, or qualifying booking typesβso you can create call records, confirm attendance, and archive message logs without manual follow-up.
How this automation logs call activities faster
When invitee bookings come in, delays can break contact timelines and miss the right reminder window. This automation formats booking details, creates a Pipedrive call activity, and schedules and sends an SMS reminderβso your team can capture outreach at the moment it matters.
Calendlyor swap with your favorite app
2.Formats phone number
Integrate Formatter by Zapier and phone formatting tools to transform the phone answer into a formatted phone number.
Formatter by Zapieror swap with your favorite app
3.Finds or creates person
Integrate Pipedrive and CRM contact matching to locate by formatted phone or create a new person and owner mapping.
Pipedriveor swap with your favorite app
4.Formats scheduled date time
Integrate Formatter by Zapier and timezone conversion tools to format the scheduled start into an activity due date time.
5.Creates call activity
Integrate Pipedrive and call activity tracking to create a call with due date time and notes from booking answers.
6.Schedules reminder timing
Integrate Delay by Zapier and lead time lookup to pause until the pre call reminder window arrives.
Delay by Zapieror swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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