1.Catches invitee booking
Integrate Calendly and calendar event tools to catch the new invitee and assessment booking details.
Create assessment contact records from new booking invite
Automatically catch new assessment booking invites across Calendly. Create and update HubSpot contacts when invitees are added, or assessment types matchβso you can add names, emails, and assessor details without manual contact entry.
How this automation creates assessment contacts
When new booking invites are created, coordinators can get stuck entering assessment details by hand. This automation catches invites, filters qualifying assessment types, formats dates, and creates or updates contact records in HubSpotβso your team keeps data current.
Calendlyor swap with your favorite app
2.Filters for assessment match
Integrate Filter by Zapier and workflow rules to continue only for the specified assessment types.
Filter by Zapieror swap with your favorite app
3.Formats event start date
Integrate Formatter by Zapier and date formatting tools to format the event start time to a usable date.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and CRM upsert workflows to create or update contacts with email, name, and assessor details.
HubSpotor swap with your favorite app
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