1.Captures invitee creation details
Integrate Calendly to pull invitee email, scheduled time, and event type and pass data to build contact records.
Add webinar invitees to lead records for follow-up
Automatically capture new webinar invitees across Calendly and HubSpot. Create and update when invitee created, webinar event type matches, or scheduled time is setβso you can format webinar dates, update contact records, and tag invitees without manual data entry.
How this automation creates follow-up ready contacts
When webinar invitees are created, sales can waste time updating CRM records by hand. This automation captures invitee payloads, routes by event type, formats the scheduled date, and creates or updates HubSpot contactsβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Routes qualifying event types
Integrate Filter by Zapier to branch by event type so only qualifying invitees continue to contact creation.
Filter by Zapieror swap with your favorite app
3.Formats scheduled date
Integrate Formatter by Zapier to convert scheduled time into a single formatted date value for CRM mapping.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate HubSpot to match by email and create or update contacts with webinar date and event type fields.
HubSpotor swap with your favorite app
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