1.Captures incoming booking payload
Integrate Webhooks by Zapier and automation routing tools to catch the scheduling payload and pass the appointment reference to the flow.
Add booked call details to CRM contact record
Automatically catch incoming booking payloads across Webhooks by Zapier, Acuity Scheduling, and HubSpot. Create and update contact records when booking payloads arrive or appointment IDs submit or clients complete schedulingβso you can add meeting context and follow up without manual CRM entry.
How this automation enriches CRM contacts with call details
When incoming booking payloads arrive, follow-up context can get lost in manual copying and searching. This automation catches scheduling data, looks up appointments and owners, and creates or updates HubSpot contactsβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Finds appointment by ID
Integrate Acuity Scheduling and scheduling lookup tools to find the appointment and pull datetime, timezone, client details, and booking fields.
Acuity Schedulingor swap with your favorite app
3.Finds owner record
Integrate Zapier Tables and team directory tools to look up the configured owner using the calendar identifier.
Zapier Tablesor swap with your favorite app
4.Formats meeting and text fields
Integrate Formatter by Zapier and data formatting tools to normalize appointment times and clean text tokens for CRM fields.
Formatter by Zapieror swap with your favorite app
5.Creates or updates contact
Integrate HubSpot and CRM record tools to match by email, set owner and meeting fields, and save UTM and form values.
HubSpotor swap with your favorite app
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