1.Detect invitee created
Integrate Calendly and scheduling data tools to detect invitee creation and start the booking entry process.
Add webinar bookings to CRM and alert sales
Automatically capture webinar invitee creation across Calendly and CRM tools. Get alerts when invitee created, booking made, or scheduled time setβso you can create contact records, update booked lead stages, and notify sales without manual data entry.
How this automation captures webinar leads in your CRM
When webinar bookings arrive in a separate scheduler, leads can go stale and follow-up timing slips. This automation captures invitee events, formats the booking time, creates or updates CRM contacts and lead records, and sends sales alertsβso your team can respond faster.
Calendlyor swap with your favorite app
2.Formats event start time
Integrate Formatter by Zapier and time zone tools to format the scheduled event start into a target-ready date string.
Formatter by Zapieror swap with your favorite app
3.Adds webinar-booked contact
Integrate LeadConnector and CRM mapping tools to add or update contacts with name, email, phone, and booked tag.
LeadConnectoror swap with your favorite app
4.Finds or creates lead record
Integrate Close and CRM search tools to find or create the lead by email and update the booked stage and contact.
Closeor swap with your favorite app
5.Alerts sales channel
Integrate Slack and notification tools to send a channel message with attendee details and the CRM lead link.
Slackor 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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