1.Detect invitee created
Integrate Calendly and booking scheduling tools to trigger on invitee creation and capture booking fields for follow-up.
Add booked growth session contacts to CRM and notify team
Automatically monitor booked growth session invitee creation across Calendly and Keap. Send internal booking summary emails via SendGrid and update CRM contacts in Keapβso you can tag qualified meetings, capture responses, and notify your team without manual follow-up.
How this automation updates CRM contacts and notifies your team
When booked growth sessions are created, slow outreach can cause missed opportunities and stale pipelines. This automation watches invitee creation in Calendly, filters qualifying bookings, then updates Keap contacts and sends internal booking summariesβso your team responds fast.
Calendlyor swap with your favorite app
2.Filters for configured event type
Integrate Filter by Zapier and routing rules to continue only for the configured event type so non-relevant meetings stop.
Filter by Zapieror swap with your favorite app
3.Formats scheduled start timestamp
Integrate Formatter by Zapier and date formatting tools to format the scheduled start into a human-readable timestamp.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate Keap and CRM contact management to match by email, add booking tags, and write contact notes.
Keapor swap with your favorite app
5.Sends booking summary email
Integrate SendGrid and email delivery tools to send an internal booking summary with contact details and key responses.
SendGridor swap with your favorite app
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