1.Captures invitee created booking fields
Integrate Calendly and form intake fields to capture booking details and map them to lead inputs.
Create CRM lead and post booking alerts to team channel
Automatically capture booked call details across Calendly and Airtable when an Invitee Created event happens. Create and update when booking created, invitee scheduled, or event type changesβso you can create CRM lead records, log Sales Calls records, and alert your team without manual data entry.
How this automation accelerates booked call follow-up
When Invitee Created bookings arrive, delays can cause missed prep and broken attribution. This automation captures booking details, creates Sales Calls records and CRM leads, and sends Slack alertsβso your team can follow up on time.
Calendlyor swap with your favorite app
2.Filters to configured qualifying event types
Integrate Filter by Zapier and rule checks to continue only for configured event types and qualifying records.
Filter by Zapieror swap with your favorite app
3.Formats scheduled start into readable time
Integrate Formatter by Zapier and date tools to format scheduled start into a readable local time string.
Formatter by Zapieror swap with your favorite app
4.Creates Sales Calls record in Airtable
Integrate Airtable and CRM database tables to create a Sales Calls record with mapped contacts, notes, and meeting links.
Airtableor swap with your favorite app
5.Posts channel message with CRM link
Integrate Slack and team messaging to send a context-rich alert with time, intake highlights, and the CRM record 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
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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