1.Captures invitee booking
Integrate Calendly and scheduling tools to trigger when an invitee is created for a new booking.
Create CRM lead and task from booked meeting
Automatically monitor Calendly invitee created events across Calendly and Salesmate. Create and update leads and discovery activities when bookings are confirmedβso you can capture contact context, assign follow-up, and brief reps without manual data entry.
How this automation schedules discovery work
When invitee created events come in, missed context can slow outreach and reduce reply rates. This automation splits names, finds or creates CRM leads, and creates busy discovery activitiesβso your team can follow up with the right details.
Calendlyor swap with your favorite app
2.Splits full name fields
Integrate Code by Zapier and data formatting tools to split the Calendly name into first and last names.
Code by Zapieror swap with your favorite app
3.Creates or finds contact
Integrate Salesmate and CRM lead capture to match by email and create or update a lead record.
Salesmateor swap with your favorite app
4.Schedules discovery activity
Integrate Salesmate and task management tools to create a busy activity linked to the contact with meeting details.
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