1.Detect booking creation
Integrate Cliento, booking platforms, and contact capture tools to detect booking created events for automating meeting setup.
Create video meeting and CRM contact from bookings
Automatically detect new bookings across Cliento and match videoconsultation service details. Automatically schedule meetings, format times, and update CRM contacts when bookings are created, so you can reduce manual data entry, speed up follow-up, and keep meeting context accurate without coordination.
How this automation schedules your meetings and updates CRM contacts
When bookings are created, delays can confuse attendees and stall follow-up. This automation filters videoconsultations, schedules meetings and formats timing, then updates your CRM with meeting contextβso your team can act fast.
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2.Filters videoconsultation bookings
Integrate Filter by Zapier and routing rules to continue only for matching videoconsultation service bookings.
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3.Schedules meeting event
Integrate Google Meet and calendar tools to schedule a meeting with attendees, start and end times, and meeting details.
Google Meetor swap with your favorite app
4.Formats meeting times
Integrate Formatter by Zapier and time formatting tools to produce a readable start time and adjusted end time for CRM notes.
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5.Splits customer name
Integrate Sub-Zap by Zapier and data transformation tools to split the full customer name into first and last name.
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6.Finds or creates CRM person
Integrate Pipedrive and CRM records to find or create the person by email, then pin the meeting link and times.
Pipedriveor swap with your favorite app
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