1.Captures booking attendee details
Integrate Calendly and data mapping tools to capture attendee details so you can map values to variables.
Create discovery call activity and notes for new bookings
Automatically capture new booking details across Calendly and map them into your CRM. Create and update discovery call activities and notes when invitee createdβso you can log prep context, track booking volume, and keep deals current without manual activity entry.
How this automation logs call prep for every booking
When new discovery bookings come in, reps lose valuable prep context and activities get missed. This automation captures invitee details in Calendly, finds or creates CRM records and updates activities, and attaches attendee Q and A notesβso your team can log calls faster.
Calendlyor swap with your favorite app
2.Increments discovery booking counter
Integrate Storage by Zapier and reporting tools to increment a counter so you can track discovery booking volume.
Storage by Zapieror swap with your favorite app
3.Finds or creates the person
Integrate Pipedrive and CRM contact mapping to match by email and create the person record.
Pipedriveor swap with your favorite app
4.Updates activity and adds Q and A note
Integrate Pipedrive and note capture tools to create or update the activity and attach attendee Q and A to the deal.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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