1.Monitor invitee created
Integrate Calendly and calendar scheduling tools to capture invitee payloads and to map consultation booking details into CRM fields.
Create CRM deal and notify team for consultation booking
Automatically monitor Calendly invitee created events across Calendly, Formatter by Zapier, Pipedrive, Klaviyo, and Slack. Create and update when scheduled start and invitee details arrive, so you can format CRM date fields, create or update the consultation deal, and notify your team without manual data entry.
How this automation accelerates your consultation follow-up
When an invite is created and details sit in scheduling software, coordinators must retype info before pipeline updates, notes, and follow-up can happen. This automation uses Calendly invitee payloads to format appointment data, create or update Pipedrive contacts and deals, subscribe via Klaviyo, and alert the team in Slackβso your team can act fast.
Calendlyor swap with your favorite app
2.Format scheduled start timestamps
Integrate Formatter by Zapier and data formatting tools to convert scheduled start into formatted and ISO datetime values for CRM fields.
Formatter by Zapieror swap with your favorite app
3.Find or create person and deal
Integrate Pipedrive and CRM pipeline tools to search by email, create missing records, and to create or update the consultation deal.
Pipedriveor swap with your favorite app
4.Add deal appointment note
Integrate Pipedrive and CRM notes tools to attach the formatted appointment time and host name to the deal.
5.Add subscriber to consultation list
Integrate Klaviyo and marketing lists tools to add the person to your consultation registration list and to tag for follow-up.
Klaviyoor swap with your favorite app
6.Send team booking alert
Integrate Slack and team messaging tools to post a short alert with the booking details so coordinators and reps see the new deal.
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
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Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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