1.Monitor invitee created for meeting type
Integrate Calendly and meeting booking tools to detect configured meeting invitee created events and pass attendee booking answers to the workflow.
Update contact phone from new PO meeting booking
Automatically capture attendee phone details across Calendly and HubSpot. Create and update contact records when invitee created, booking answers submitted, or meeting type matchesβso you can extract a first valid phone token, update CRM phone fields, and support procurement outreach without manual data entry.
How this automation keeps contacts reachable
When Invitee Created on the configured meeting type, missing or outdated phone numbers cause slow procurement follow-up. This automation formats booking answers and creates or updates a HubSpot contact recordβso your team can act on the right contact phone.
Calendlyor swap with your favorite app
2.Parse first valid phone token
Integrate Formatter by Zapier and data formatting tools to transform booking answer line items and extract the first valid phone token.
Formatter by Zapieror swap with your favorite app
3.Create or update contact with phone
Integrate HubSpot and CRM contact management tools to map email, name, and the parsed phone token and create or update the contact.
HubSpotor swap with your favorite app
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