1.Captures invitee details
Integrate Calendly and booking tools to capture invitee name, email, start time, phone, and questionnaire responses for mapping.
Create prospect records from new booking invitees in CRM
Automatically capture invitee created details across Calendly, Notion, and Zapier. Create and update when invitee email is new, questionnaire answers arrive, or booking start time landsβso you can create prospect records, prevent duplicates, and set next contact dates without manual duplicate checking.
How this automation creates prospect records
When Invitee Created fires, leads can be missed or duplicated when someone enters booking details manually. This automation captures invitee details, searches for existing prospects, and creates a CRM recordβso your team can follow up fast with clean data.
Calendlyor swap with your favorite app
2.Finds matching prospect
Integrate Notion and database lookup tools to search your CRM database for a matching email prospect record.
Notionor swap with your favorite app
3.Skips duplicates
Integrate Zapier filters and data validation tools to continue only when the email search returns no match.
Filter by Zapieror swap with your favorite app
4.Creates CRM prospect
Integrate Notion and CRM table tools to create a new prospect row and map booking and questionnaire fields.
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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
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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
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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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