1.Detect invitee created
Integrate Calendly to determine the booking signal for lead capture, and to trigger downstream CRM actions.
Create CRM deal and task from scheduled booking
Automatically detect invitee creation across Calendly, so you can capture booking context in CRM tools. Automatically create CRM deals and notify owners when booking details arrive, so you can assign owners, create contacts, and send outreach prompts without manual data entry.
How this automation creates sales-ready CRM records
When invitee created from Calendly arrives without a CRM update, leads stall and meetings can be forgotten. This automation parses owner assignments and creates or updates Pipedrive records, then sends email and WhatsApp messagesβso your team can follow up fast.
Calendlyor swap with your favorite app
2.Determine owner and closer
Integrate AI by Zapier to parse invitee email into owner and closer IDs for assignment decisions.
AI by Zapieror swap with your favorite app
3.Find or create contact
Integrate Pipedrive to search by invitee email and create organization and person records when no match is found.
Pipedriveor swap with your favorite app
4.Create deal and add note
Integrate Pipedrive to create the deal, set pipeline and stage, and add a meeting note with booking details.
5.Send internal notification
Integrate Microsoft Outlook to email assigned owners a deal summary and meeting details for immediate awareness.
Microsoft Outlookor swap with your favorite app
6.Send lead message
Integrate WhatsApp Notifications to send a templated lead message to assigned owners with a CRM deal link.
WhatsApp Notificationsor 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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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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