1.Detect invitee created
Integrate Calendly to capture each new booking event and trigger downstream updates to borrower tracking.
Add and update booked borrower records in CRM
Automatically monitor invitee creation from Calendly across Calendly and CRM tools. Upsert and log borrower contacts when bookings arriveβso you can prevent duplicate records, keep owners informed, and speed follow-up without manual reporting.
How this automation updates your booked borrower records
When invitee created events arrive but records stay split across tools, follow-up slows and duplicates creep in. This automation delays processing, normalizes phone data and names, upserts contacts in Zoho CRM, and logs each booking to Google Sheetsβso your team can act fast.
Calendlyor swap with your favorite app
2.Delays for 1 minute
Integrate Delay by Zapier to pause briefly so booking payloads stabilize before further processing.
Delay by Zapieror swap with your favorite app
3.Normalizes phone numbers
Integrate Code by Zapier to normalize phone numbers, map source fields, and flag duplicates by matching numbers.
Code by Zapieror swap with your favorite app
4.Formats names and dates
Integrate Formatter by Zapier to parse names and dates, then map first and last names and meeting timestamps.
Formatter by Zapieror swap with your favorite app
5.Creates spreadsheet row
Integrate Google Sheets to create a tracking row with formatted dates, owner lookup, utm fields, normalized phone, and notes.
Google Sheetsor swap with your favorite app
6.Upserts contact in CRM
Integrate Zoho CRM to upsert a Contact by email, map names, phones, and meeting dates, and set the booked call stage.
Zoho CRMor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
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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.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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