1.Detect invitee created
Integrate Calendly and scheduling data to catch invitee creation and trigger downstream lead capture.
Create CRM lead and notify team for booked demos
Automatically monitor Calendly invitee created events across Slack, Pipedrive, Google Sheets, and Brevo + beehiiv. Create normalized lead records and notify the sales channel, so you can respond fast, log bookings for reporting, and add contacts to marketing lists without manual follow-up.
How this automation converts booked demos into CRM leads
When Calendly invitee created happens, booked demos can go untracked or slow to reach sales. This automation creates sales-ready leads, normalizes contact fields, logs bookings, notifies your team, and adds contacts to marketing listsβso your team can follow up immediately.
Calendlyor swap with your favorite app
2.Posts lead alert message
Integrate Slack and messaging channels to post a concise lead alert with attendee, email, phone, and UTM details.
Slackor swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data formatting tools to split names and format phone into E.164.
Formatter by Zapieror swap with your favorite app
4.Creates organization, person, and deal
Integrate Pipedrive and CRM records to create organization, person, and deal with source and event details.
Pipedriveor swap with your favorite app
5.Adds booking row for reporting
Integrate Google Sheets and reporting tables to add a row for first name, last name, booking timestamp, and UTM fields.
Google Sheetsor swap with your favorite app
6.Creates contact and newsletter subscriber
Integrate Brevo + beehiiv and marketing lists to add or update the contact and create the subscriber record.
Revor swap with your favorite app
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Step 1
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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