1.Detect invitee created
Integrate Calendly and scheduling signals to start the workflow when an invitee is created for an intro event.
Create contact and queue intro email from booking
Automatically monitor invitee created events across Calendly and your CRM stack. Create and update when intro bookings are confirmed, contacts are matched, and intro emails are queuedβso you can create contact records, assign owners, and send tailored outreach without manual follow-up.
How this automation accelerates your intro outreach
When non-intro bookings get picked up, outreach timing and targeting go off track. This automation filters intro meetings, formats and delays the schedule data, then creates or updates HubSpot contacts and posts to your email queueβso your team can send tailored intros on time.
Calendlyor swap with your favorite app
2.Filters to intro event type
Integrate Filter by Zapier and event rules to continue only when the event type contains intro.
Filter by Zapieror swap with your favorite app
3.Formats the scheduled start time
Integrate Formatter by Zapier and date formatting tools to convert the start time into an event date placeholder.
Formatter by Zapieror swap with your favorite app
4.Waits 2 minutes for reschedules
Integrate Delay by Zapier and timing controls to pause 2 minutes so quick reschedules settle.
Delay by Zapieror swap with your favorite app
5.Creates or updates CRM contact
Integrate HubSpot and CRM records to match by invitee email, assign an owner, and set meeting date fields.
HubSpotor swap with your favorite app
6.Queues the intro email payload
Integrate Webhooks by Zapier and email queueing systems to POST contact and meeting details to your intro message endpoint.
Webhooks by Zapieror swap with your favorite app
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