1.Captures invitee booking payload
Integrate Calendly to capture attendee name, email, phone answers, meeting start time, and meeting assignee for contact updates.
Update CRM contact after rep-specific booking and assign owner
Automatically capture invitee Created bookings across Calendly and HubSpot. Create and update contact records when meeting assignee, appointment time, or phone details changeβso you can protect data accuracy, assign the right owner, and avoid manual data cleanup.
How this automation updates your scheduled contact context
When invitee Created bookings arrive, delays in owner assignment can leave reps working without the right context. This automation captures booking payloads and formats contact fields and then finds or updates the HubSpot recordβso your team can act on accurate details.
Calendlyor swap with your favorite app
2.Formats meeting start into timestamps
Integrate Formatter by Zapier to format the meeting start into ISO and human date fields for appointment data.
Formatter by Zapieror swap with your favorite app
3.Normalizes phone answers to E.164
Integrate Formatter by Zapier to normalize raw phone answers into standardized phone output for the contact record.
4.Finds or creates matching contact
Integrate HubSpot to search for a contact by email and return the contact id, creating one when no match is found.
HubSpotor swap with your favorite app
5.Updates contact with owner and appointment
Integrate HubSpot to update name, phone, appointment timestamp fields, meeting assignee ownership, and a scheduled flag.
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