1.Detect invitee created
Integrate Calendly and booking details to catch new demo invitees and launch downstream enrichment.
Create CRM contact and demo activities from bookings
Automatically map demo booking invitee details across Calendly and CRM tools. Create and update enriched contacts, organizations, and demo activities when invitee created, email provided, or booking confirmedβso you can keep pipeline data current, schedule demos fast, and report attribution without manual data entry.
How this automation creates cleaner demo pipeline records
When demo booking invitees are created, manual copy and scheduling can stall outreach. This automation creates Clay prospect records, enriches them, updates Pipedrive with org and activity, and adds calendar and attribution rowsβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Creates contact record
Integrate Clay and crm field mapping to create a Clay record from booking name, job title, answers, email, and phone.
Clayor swap with your favorite app
3.Pauses for enrichment
Integrate Delay by Zapier and enrichment timing to pause briefly so Clay can populate enrichment fields.
Delay by Zapieror swap with your favorite app
4.Finds and retrieves enrichment
Integrate Clay and contact lookup tools to find the record by email and pull enrichment outputs.
5.Finds or creates org and person
Integrate Pipedrive and crm organization tools to find or create organization and person records, link them, and set owner.
Pipedriveor swap with your favorite app
6.Splits scheduled date and time
Integrate Formatter by Zapier to split the booked datetime into date and time for accurate scheduling.
Formatter by Zapieror swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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