1.Monitor invitee created
Integrate Calendly to capture new scheduled call invitee details and intake answers to start standardized call records.
Add scheduled call to sales database and lists
Automatically capture new scheduled call invitee details across Calendly, Zapier, Kajabi, and Notion. Create and update routing and database records when calls get booked, invitees get created, or event type selections changeβso you can route, format, and log follow-up without manual entry.
How this automation accelerates your call follow-up
When new scheduled call invitees get created, delays can derail follow-up and waste sales time. This automation captures booking details, routes and formats inputs, and creates scheduled database recordsβso your team can act faster.
Calendlyor swap with your favorite app
2.Route bookings by event type
Integrate Paths by Zapier and routing logic to send qualifying bookings by event type to focused downstream steps.
Paths by Zapieror swap with your favorite app
3.Format phone and intake fields
Integrate Formatter by Zapier and data formatting tools to normalize phone to E.164 and sanitize answer text.
Formatter by Zapieror swap with your favorite app
4.Create form submission for marketing
Integrate Kajabi and form submission tools to create a form submission with hidden fields for segmentation.
Kajabior swap with your favorite app
5.Create scheduled database item
Integrate Notion and CRM record tools to create a database item with notes, tracking, and Status set to Scheduled.
Notionor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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