1.Monitors invitee created events
Integrate Calendly to capture invitee email and scheduled meeting details to enrich CRM contact meeting context.
Update contact record with latest membership call details
Automatically watch Invitee Created events across Calendly and HubSpot to keep CRM meeting context current. Update contact records with the scheduled date, join URL, timezone, and ownerβso you can protect outreach from stale details without manual data entry.
How this automation refreshes your meeting-ready CRM records
When an invitee is created on Calendly, delays and stale context can derail timely outreach. This automation captures booking details, filters for membership call types, searches and updates the matching HubSpot contactβso your team can follow the right meeting context.
Calendlyor swap with your favorite app
2.Waits five minutes
Integrate Delay by Zapier to pause execution for five minutes to let joins and linked writes settle.
Delay by Zapieror swap with your favorite app
3.Screens membership call types
Integrate Filter by Zapier to continue only for qualifying event types to prevent updates for the wrong call.
Filter by Zapieror swap with your favorite app
4.Searches contact by email
Integrate HubSpot to search for a contact by invitee email to map meeting data to the right record.
HubSpotor swap with your favorite app
5.Looks up event owner
Integrate HubSpot to search by the scheduled event owner email to map the meeting owner to the contact.
6.Updates contact meeting fields
Integrate HubSpot to update the contact with meeting date, meeting link, contact timezone, and owner to keep CRM current.
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