1.Monitors invitee created bookings
Integrate Calendly and scheduling systems to detect new bookings and pull invitee details and scheduled time.
Create CRM lead and add scheduled meeting to pipeline
Automatically detect invitee created bookings across Calendly, Formatter by Zapier, and Pipedrive. Create and update when new booking created, invitee details arrive, or meeting time confirmedβso you can format phones, create CRM records, and schedule deal activities without manual data entry.
How this automation accelerates lead follow-up
When new bookings arrive, follow-ups can slow down due to manual contact and activity setup. This automation takes invitee details, formats phone data, creates CRM people and deals, and schedules meeting activitiesβso your team can respond fast.
Calendlyor swap with your favorite app
2.Formats invitee phone to E.164
Integrate Formatter by Zapier and data transformation tools to format the invitee phone field into E.164 for cleaner records.
Formatter by Zapieror swap with your favorite app
3.Finds user by booking owner email
Integrate Pipedrive and CRM ownership tools to find the assigned owner by booking owner email for accurate record ownership.
Pipedriveor swap with your favorite app
4.Finds or creates person in Pipedrive
Integrate Pipedrive and CRM contact records to find or create a person using name, email, and formatted phone.
5.Creates deal and linked meeting activity
Integrate Pipedrive and CRM activity tracking to create the deal and a meeting activity linked to it.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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