1.Captures each new booking event
Integrate SimplyMeet.me and scheduling tools to capture booking payloads and route it to contact and sheet steps.
Create contact and log booking into your prospect sheet
Automatically capture new bookings across SimplyMeet.me and contact data tools. Create and update when bookings created, events scheduled, or appointment type changesβso you can create contacts, update booking notes, and refresh your prospect sheet without manual data entry.
How this automation creates your prospect context
When new event bookings arrive in SimplyMeet.me, delays can leave coordinators and sales without current context. This automation splits names, finds or updates Google Contacts, and adds or updates Google Sheets rowsβso your team can act immediately.
SimplyMeet.meor swap with your favorite app
2.Splits full name into first and last
Integrate Formatter by Zapier and data formatting tools to split the invitee full name and prepare contact fields.
Formatter by Zapieror swap with your favorite app
3.Finds or creates the contact
Integrate Google Contacts and contact matching tools to search by phone or email and create missing contact records.
Google Contactsor swap with your favorite app
4.Updates contact with booking notes
Integrate Google Contacts and note fields to update contact details and append booking answers and scheduled time.
5.Adds or updates the prospect row
Integrate Google Sheets and spreadsheet tools to add a new booking row or update an existing row by email.
Google Sheetsor swap with your favorite app
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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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