1.Captures invitee created details
Integrate Calendly and meeting intake tools to capture attendee email, phone, meeting time, and intake answers to map booking inputs.
Mark lead as booked from new meeting invite
Automatically monitor Calendly invitee created across Calendly and SetSmart. Create and update when invitee created, meetings are scheduled, or intake answers arriveβso you can mark contacts as booked, fill booking fields, and help sales act without manual CRM updates.
How this automation marks contacts as booked for sales
When meetings are scheduled but contacts stay unbooked, sales can miss the moment to follow up. This automation captures Calendly invite details, searches and updates the matching SetSmart contactβso your team can see appointments and respond fast.
Calendlyor swap with your favorite app
2.Searches contact by phone then email
Integrate SetSmart and contact lookup tools to search for a matching contact by phone first, then email and return an identifier.
SetSmartor swap with your favorite app
3.Updates contact to booked
Integrate SetSmart and CRM fields to update the contact record with meeting time and intake notes and set lead status to booked.
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