1.Captures invitee booking details
Integrate Calendly to capture attendee name, email, phone, booking address, and scheduled host to create CRM-ready lead fields.
Create CRM lead and assign owner from booking
Automatically capture invitee created details across Calendly and Follow Up Boss. Create and update CRM leads with formatted phone, verified contacts, and owner assignmentβso you can skip manual CRM entry, contact matching, and follow-up paperwork.
How this automation creates CRM leads
When invitee created hits your scheduling inbox, manual CRM entry can delay follow-ups and misroute ownership. This automation captures attendee details, formats phone, finds or creates contacts, updates lead stage and owner, and creates tasks and notesβso your team can verify faster.
Calendlyor swap with your favorite app
2.Formats incoming phone
Integrate Formatter by Zapier and phone formatting tools to format incoming phone to E.164 and map it to the contact phone field.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email and phone
Integrate Follow Up Boss and contact matching tools to find a contact by email or phone, or create a new contact mapping.
Follow Up Bossor swap with your favorite app
4.Updates lead stage and assigns owner
Integrate Follow Up Boss and CRM workflow tools to set the configured seller lead stage and assign owner from the scheduled host mapping.
5.Creates follow-up task and note
Integrate Follow Up Boss and task tracking tools to create a verification task assigned to the owner and add booking appointment context in a note.
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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 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
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