1.Monitors invitee created
Integrate Calendly and scheduling workflows to trigger on invitee created and pass booking details into your automation.
Create lead and notify team immediately on booking
Automatically monitor invitee created events across Calendly and Keap. Automatically route when scheduled call bookings and meeting join links appearβso you can update contact records, add Call Scheduled tags, and notify your team channel without manual follow-up.
How this automation creates leads and speeds team awareness
When invitees book calls and details land in Calendly, delays can lead to missed outreach and stale CRM data. This automation formats meeting context, creates or updates Keap contacts, and notifies Slack instantlyβso your team can act fast.
Calendlyor swap with your favorite app
2.Splits name and formats timestamps
Integrate Formatter by Zapier and data formatting to split full name and create human and ISO timestamps for CRM fields.
Formatter by Zapieror swap with your favorite app
3.Creates or updates contact
Integrate Keap and contact enrichment tools to create or update the contact, set opt-in, apply tags, and store join link and time.
Keapor swap with your favorite app
4.Sends booking context to Slack
Integrate Slack and team messaging channels to post attendee name, contact details, scheduled time, and call question answers.
Slackor 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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