1.Catches new booking
Integrate Calendly and CRM entry tools to capture invitee details and pass fields for demo lead creation.
Create demo lead and meeting record in CRM
Automatically catch new demo bookings across Calendly and CRM tools. Create and update when invitee details arrive, scheduled time sets, or join links appearβso you can add demo leads, format meeting date and time, and store join links without manual data entry.
How this automation creates your demo lead pipeline
When a demo booking is created, reps lose time if lead details sit unused. This automation catches invitee creation, splits names and formats date and time, and creates a demo lead record in Follow Up Bossβso you can respond faster with complete meeting info.
Calendlyor swap with your favorite app
2.Splits full name
Integrate Formatter by Zapier and data mapping to split full name into first and last name for the lead record.
Formatter by Zapieror swap with your favorite app
3.Formats scheduled start
Integrate Formatter by Zapier and timezone formatting tools to convert scheduled start into readable demo date and time fields.
4.Creates lead and meeting record
Integrate Follow Up Boss and CRM record tools to create the demo lead with stage, meeting link, and tracking fields.
Follow Up Bossor swap with your favorite app
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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.
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