1.Detects invitee created
Integrate Calendly and CRM contact tracking tools to capture each partner walkthrough booking event and trigger downstream updates.
Add partner walkthrough invitees to CRM and send reminders
Automatically monitor partner walkthrough invitee creation across Calendly, Airtable, and Gmail. Send SMS and email reminders when invitees are booked, so you can enrich contacts, store appointment details, and reduce manual follow-up without paperwork.
How this automation accelerates your partner follow-up
When partner walkthrough invitees get created, delays can cause missed confirmations and stale contact records. This automation formats invitee details, searches and updates CRM contacts, and sends SMS and email remindersβso your team can follow up fast.
Calendlyor swap with your favorite app
2.Formats invitee scheduling data
Integrate Code by Zapier and timezone tools to map scheduled start, format phone to E.164, and convert times to readable appointment values.
Code by Zapieror swap with your favorite app
3.Searches contacts by phone and name
Integrate Call Tools PCC and contact lookup tools to search contacts by formatted phone and name, then return the matching contact ID.
Call Tools PCCor swap with your favorite app
4.Finds or creates contact record
Integrate Airtable and data mapping tools to find or create a contact row, set appointment fields, and assign owner or region.
Airtableor swap with your favorite app
5.Sends confirmation SMS and updates contact
Integrate Quo and SMS delivery tools to create or update the contact and send a confirmation SMS with appointment details.
Quoor swap with your favorite app
6.Sends email with join link
Integrate Gmail and email template tools to send a message body that includes the appointment time and join link.
Gmailor swap with your favorite app
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Step 1
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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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