1.Detect invitee created bookings
Integrate Calendly to detect invitee created booking data and start the automation for lead entry.
Create CRM lead and schedule reminder SMS for bookings
Automatically capture invitee created bookings across Calendly and Zoho CRM. Create and update when invitee created, booking time set, or attendee details submittedβso you can format phone numbers, create or update leads, and schedule SMS reminders without manual data entry.
How this automation schedules SMS reminders for booked calls
When invitee created bookings happen, missed or late reminders can hurt conversion and booking confidence. This automation formats phone numbers, creates or updates Zoho CRM leads, and schedules SMS remindersβso your team can follow up on time.
Calendlyor swap with your favorite app
2.Formats phone numbers for SMS
Integrate Formatter by Zapier and phone formatting tools to format the attendee phone number for SMS delivery.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying contact records
Integrate Filter by Zapier to verify the formatted phone includes a country code or meets contact criteria.
Filter by Zapieror swap with your favorite app
4.Creates or updates lead
Integrate Zoho CRM and CRM data mapping tools to create or update leads, matching by email to avoid duplicates.
Zoho CRMor swap with your favorite app
5.Schedules SMS reminder
Integrate JustCall and SMS scheduling tools to schedule a pre-call reminder relative to the event start.
JustCallor swap with your favorite app
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