1.Detects new booking invitations
Integrate Calendly and intake tools to detect new booking invitations for conversion to CRM records.
Create intake client record and matter in CRM
Automatically monitor invitee created events across Calendly and CRM tools. Create intake records and update your worksheet when new bookings are scheduledβso you can turn each booking into a contact, deal, and intake row without manual data entry.
How this automation speeds up intake records
When invitee created events happen, intake work stalls in spreadsheets and inboxes. This automation formats booking details and creates HubSpot records and a Google Sheets intake rowβso your team can act on every booking immediately.
Calendlyor swap with your favorite app
2.Formats booking date and name
Integrate Formatter by Zapier and data transformation tools to split full name and format scheduled time for CRM mapping.
Formatter by Zapieror swap with your favorite app
3.Finds or creates the contact
Integrate HubSpot and CRM identity tools to find or create a contact using email, name parts, and phone.
HubSpotor swap with your favorite app
4.Creates a deal for the booking
Integrate HubSpot and pipeline configuration tools to create a deal with dates, practice area, amount, and owner defaults.
5.Associates deal to the contact
Integrate HubSpot and CRM association tools to associate the new deal with the contact using returned object IDs.
6.Adds a row to the intake sheet
Integrate Google Sheets and spreadsheet intake tools to append contact name, email, practice area, consult date, and booking source.
Google Sheetsor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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