1.Invitee created booking payload
Integrate Calendly and CRM workflows to capture booking payload details and map invitee email to the automation.
Add booked meeting details to customer contact records
Automatically monitor Calendly invitee created bookings across Calendly and HubSpot. Format meeting date and time and update the contact profile with a meeting link and owner when a booking is received, so you can prepare outreach and follow up without manual lookups.
How this automation updates your contact records
When Calendly invitee created, missed booking details can delay outreach and lead to stale follow-ups. This automation formats date and time, finds or updates HubSpot contacts, and stores meeting links so your team can follow up fastβwithout manual lookups.
Calendlyor swap with your favorite app
2.Localize scheduled date and time
Integrate Formatter by Zapier and time formatting tools to convert scheduled start into a localized date and time.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate HubSpot and CRM search tools to look up the contact by invitee email and proceed based on match rules.
HubSpotor swap with your favorite app
4.Create or update contact meeting info
Integrate HubSpot and contact record workflows to create or update the contact with meeting link, date, time, and owner.
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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