1.Watch invitee created
Integrate Calendly to detect new invitee created bookings to trigger downstream CRM updates.
Create demo activity from new booking in CRM
Automatically detect invitee created events across Calendly, Keap, Slack, and Google Sheets. Create or update CRM contacts and post team alerts when qualified demo bookings happenβso you can prep reps, log booking details, and track activity without manual reporting.
How this automation turns demo bookings into CRM-ready context
When invitee created events land, demo details can sit in inboxes and spreadsheets, slowing follow-up. This automation filters and formats bookings, creates or updates Keap contacts, posts Slack alerts, and adds rows in Google Sheetsβso your team can act faster.
Calendlyor swap with your favorite app
2.Filter for qualifying bookings
Integrate Filter by Zapier to continue only qualifying bookings based on event criteria to gate the workflow.
Filter by Zapieror swap with your favorite app
3.Format demo timestamps
Integrate Formatter by Zapier to convert scheduled start into invitee and internal timezones to standardize timestamps.
Formatter by Zapieror swap with your favorite app
4.Create or update contact
Integrate Keap to map name, email, phone, and timestamps into contact fields to create or update CRM records.
Keapor swap with your favorite app
5.Post team channel alert
Integrate Slack to post a message with contact info, demo times, and qualification notes to alert your team.
Slackor swap with your favorite app
6.Add tracking row
Integrate Google Sheets to add a reporting row with created date, scheduled start, and contact details to track bookings.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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