1.Detect invitee created
Integrate Calendly to capture invitee email and booking details when a new invitee is created.
Update contact record and mark lead as booked
Automatically monitor invitee created events across Calendly and Salesmate. Update booked status in your CRM after bookings so your team can keep contact context current and avoid manual contact updates.
How this automation updates your booked lead records
When invitees schedule intros but contact records stay outdated, booked leads can lose event context. This automation monitors invitee creation, finds and updates the contact in Salesmate, and updates booking status in Google Sheetsβso your team can act fast.
Calendlyor swap with your favorite app
2.Find contact by email
Integrate Salesmate and CRM lookup tools to locate the contact using the invitee email as the lookup key.
Salesmateor swap with your favorite app
3.Update contact with booking
Integrate Salesmate and CRM field mapping tools to update date fields, add booked tags, and store join URL notes.
4.Lookup row by email
Integrate Google Sheets and spreadsheet tools to find the matching worksheet row using the contact email.
Google Sheetsor swap with your favorite app
5.Update booking status row
Integrate Google Sheets to set booking status to Booked and update the scheduled time column.
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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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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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