1.Monitors invitee created
Integrate Calendly and calendar scheduling tools to capture new invitee booking events and start CRM lead matching.
Create CRM lead and notify sales channel for booked demos
Automatically monitor invitee created demo bookings across Calendly, Formatter by Zapier, Salesforce, and Slack. Create and update CRM records when invitee created, booking submitted, or demo scheduledβso you can update records, create leads, and notify sales without manual follow-up.
How this automation updates your demo leads in CRM
When demo bookings arrive, delays can cause missed follow-up and inaccurate lead tracking. This automation monitors invitee creation in Calendly and formats dates, finds contacts and leads, updates or creates CRM records, and posts Slack alertsβso your team can respond fast.
Calendlyor swap with your favorite app
2.Formats scheduled demo date
Integrate Formatter by Zapier and date formatting tools to convert scheduled start time into a human-friendly demo date string.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Salesforce and CRM lookup tools to search by invitee email and return a contact id when available.
Salesforceor swap with your favorite app
4.Finds lead by email
Integrate Salesforce and CRM lookup tools to search by invitee email and return a lead id when no contact exists.
5.Updates or creates CRM record
Integrate Salesforce and CRM record tools to update the contact or lead, or create a new lead with demo details.
6.Posts sales channel message
Integrate Slack and team notifications to message your sales channel with invitee details and confirmation CRM was updated.
Slackor swap with your favorite app
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