1.Monitors invitee created
Integrate Calendly and scheduling payloads to map booking title, attendee name, email, phone, timezone, and start and end times.
Create CRM deal and confirm booking with client
Automatically monitor Invitee Created bookings across Calendly and sales tools. Get instant confirmations when booking submitted, invitee created, or intake answers submittedβso you can create calendar events, update deals, and add SMS confirmations without manual entry.
How this automation confirms bookings in your CRM
When invitee created bookings arrive, sales reps can waste time fixing incomplete CRM entries and missed scheduling details. This automation creates calendar events, finds or creates people and deals, and sends confirmation SMSβso your team can act immediately.
Calendlyor swap with your favorite app
2.Creates detailed event
Integrate Google Calendar and calendar planning tools to create a consult event with mapped title, attendee, intake answers, and times.
Google Calendaror swap with your favorite app
3.Finds or creates CRM deal
Integrate Pipedrive and CRM pipeline stages to match by email, create missing people and organizations, and set expected close date.
Pipedriveor swap with your favorite app
4.Adds or updates subscriber
Integrate Brevo and audience lists to upsert subscriber details and store intake answers for scheduled consults.
Brevoor swap with your favorite app
5.Sends confirmation SMS
Integrate ClickSend SMS and messaging templates to send a localized booking confirmation using mapped phone, time, and summary.
ClickSend SMSor 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
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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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