1.Monitors invitee creation details
Integrate Calendly and CRM intake forms to capture invitee email, name, scheduled start and end, event type, and intake answers.
Create CRM prospect and appointment from booking request
Automatically monitor invitee creations across Calendly and capture booking details into your CRM with Lawmatics. Create and update when invitee created, booking scheduled, or intake answers receivedβso you can format times, upsert prospects, and create appointments without manual data entry.
How this automation accelerates your appointment intake
When booking requests arrive, slow CRM entry can leave coordinators without client context. This automation captures invitee details, formats appointment times, searches or creates prospects, and creates CRM appointmentsβso your team prepares faster.
Calendlyor swap with your favorite app
2.Formats appointment date and time
Integrate Formatter by Zapier and time zone tooling to map scheduled start and end into formatted values for office schedule appointment creation.
Formatter by Zapieror swap with your favorite app
3.Searches prospect by email
Integrate Lawmatics and CRM matching tools to search by invitee email and continue when no match is found.
Lawmaticsor swap with your favorite app
4.Creates or updates prospect
Integrate Lawmatics and CRM data mapping to update prospect fields from intake answers or create a new prospect and return its id.
5.Creates CRM appointment
Integrate Lawmatics and scheduling records to create an appointment with formatted times and prospect owner, including a brief booking description.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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.
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