1.Monitors new invitee booking
Integrate Calendly and scheduling tools to capture invitee created booking details for downstream CRM actions.
Create CRM contact and deal with session activity
Automatically monitor invitee created bookings across Calendly and CRM tools. Automatically create contacts, assign session deals, and send confirmations when invitee created, booking start times change, or join links are issuedβso you can create records, schedule activities, and confirm attendance without manual data entry.
How this automation schedules session follow-up
When invitee created bookings come in, follow-up can get delayed and sessions can be missed. This automation creates CRM contacts, builds linked deals and activities, and sends confirmation emailsβso your team can confirm attendance fast.
Calendlyor swap with your favorite app
2.Finds host owner mapping
Integrate Zapier Tables and data lookup tools to map host email to the correct CRM owner and proceed safely.
Zapier Tablesor swap with your favorite app
3.Formats session start time
Integrate Formatter by Zapier and time formatting tools to convert event start time into local display text.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Pipedrive and CRM contact tools to match by requester email and create a new person when needed.
Pipedriveor swap with your favorite app
5.Creates deal and activity
Integrate Pipedrive and task scheduling tools to create a deal, assign the mapped owner, and add a timed activity.
6.Sends booking confirmation
Integrate Email by Zapier and email templating tools to send confirmation with formatted time and join link.
Email by Zapieror swap with your favorite app
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