1.Monitor invitee created payload
Integrate Calendly to use the invitee payload for mappings to set up downstream contact and owner enrichment.
Create contact and notify owner after scheduled booking
Automatically monitor invitee created events across Calendly and Zapier Tables. Create and update contacts and send owner and prospect SMS when invitee created, booking scheduled, or attendee addedβso you can assign owners, notify the right people, and avoid manual follow-up.
How this automation accelerates booking follow-up
When invitee created happens, missed owner assignments can delay outreach and reduce show-up rates. This automation finds owner details and upserts the HubSpot contact and sends ClickSend SMS messagesβso your team can respond at booking time.
Calendlyor swap with your favorite app
2.Find CRM owner record
Integrate Zapier Tables and data lookup tools to find a record by invitee email and return owner phone and identifier.
Zapier Tablesor swap with your favorite app
3.Transform fields for messaging
Integrate Formatter by Zapier and data formatting tools to personalize the name, format the datetime, and build a redirect link.
Formatter by Zapieror swap with your favorite app
4.Find or create contact in CRM
Integrate HubSpot and CRM tools to find or create a contact by email, set owner, and store booking fields and redirect URL.
HubSpotor swap with your favorite app
5.Send SMS to owners and prospect
Integrate ClickSend SMS and templated messaging to send SMS to previous owner, new owner, and prospect when phone exists.
ClickSend SMSor swap with your favorite app
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