1.Catch new booking invitee
Integrate Calendly and form data to capture invitee email, name, scheduled time, event type, and booking responses for identity.
Add partner booking to customer records and analytics
Automatically monitor Calendly invitee creation across Calendly and Vitally. Instantly sync when invitee created, partner enrollment events, or reschedule requestedβso you can identify users, track booking events, and enrich customer records without manual data entry.
How this automation updates partner booking analytics
When partner bookings arrive in Calendly, delayed or missing CRM attribution can slow GTM action and reporting. This automation catches invitee payloads, filters partner events, normalizes tracking, finds matching users, and posts identify and track eventsβso you can act on data fast.
Calendlyor swap with your favorite app
2.Filter partner enrollment bookings
Integrate Filter by Zapier to continue only for partner-type event names so non-partner bookings are skipped.
Filter by Zapieror swap with your favorite app
3.Normalize domains and UTM fields
Integrate Code by Zapier to clean UTM fields, normalize website domains, and derive a reschedule flag for analytics properties.
Code by Zapieror swap with your favorite app
4.Find matching customer user
Integrate Vitally and customer records to search by invitee email and retrieve any external id when available.
Vitallyor swap with your favorite app
5.Post identify and track events
Integrate Webhooks by Zapier to send identify and track calls that map email, traits, and booking event properties.
Webhooks by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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