1.Detect invitee created
Integrate Calendly and booking webhooks to capture core submission fields and map booking details to CRM source fields.
Add booked invitees to CRM and assign owner
Automatically monitor Calendly invitee creation across your CRM sources. Create and update when bookings are confirmedβso you can create contacts, apply booking tags, and assign owners without manual follow-up.
How this automation builds usable CRM leads
When invitee payloads are created, bookings can sit idle in calendars and reps miss same day context. This automation captures submission fields, finds or creates contacts, and adds tags and owner assignmentsβso your team can act on every booking.
Calendlyor swap with your favorite app
2.Find or create contact
Integrate Keap and contact matching tools to match by email, then create or update the contact with mapped source fields.
Keapor swap with your favorite app
3.Add tags and assign owner
Integrate Keap and lead routing rules to apply booking tags and assign the configured owner for each created contact.
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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
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
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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