1.Captures invitee created payload
Integrate Calendly and lead capture forms to capture invitee details to map name, email, booking times, and question responses.
Create CRM contact and meeting from booking invitee
Automatically capture invitee created events across Calendly and Zoho CRM. Create and update records when invitee created, qualifying scheduling pages match, or UTM fields normalizeβso you can enrich contacts, attach meeting context, and create meeting records without manual data entry.
How this automation enriches your contact context
When invitee created events are handled manually, contact details and source context can stay incomplete or delayed. This automation captures invitee payload and maps tracking fields and creates linked meeting recordsβso your team can follow up with full booking context.
Calendlyor swap with your favorite app
2.Filters qualifying invitees
Integrate Filter by Zapier and routing rules to continue only for configured event types or assigned team emails.
Filter by Zapieror swap with your favorite app
3.Normalizes tracking fields
Integrate Formatter by Zapier and data formatting tools to extract or default UTM parameters and format phone numbers.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contacts by email
Integrate Zoho CRM and CRM fields to search Contacts by email and update or create contact records with UTM and phone.
Zoho CRMor swap with your favorite app
5.Creates linked meeting event
Integrate Zoho CRM and meeting scheduling tools to create a Meeting (Event) record linked to the contact with title and details.
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