1.Catch invitee created
Integrate Calendly and event booking systems to map invitee email to lead email and capture booking answers to CRM-ready fields.
Create demo leads in CRM from scheduled invites
Automatically catch invitee created payload across Calendly and Freshsales Classic. Create and update when demo bookings are scheduled, discovery invites are booked, or event titles match Demo and Discoveryβso you can normalize lead fields, upsert CRM records, and add booking notes without manual data entry.
How this automation enriches your demo leads in CRM
When invitee details arrive from scheduled demo bookings, delays can stall outreach and waste reps time. This automation catches invitee payloads, enriches and filters them, then finds or creates leads and updates them with booking notesβso your team can follow up with complete context.
Calendlyor swap with your favorite app
2.Normalize name and map fields
Integrate Formatter by Zapier and data transformation tools to trim and split names and map event owner and event type buckets.
Formatter by Zapieror swap with your favorite app
3.Continue only for demo events
Integrate Filter by Zapier and event rules to pass only configured demo and discovery event types through the workflow.
Filter by Zapieror swap with your favorite app
4.Find or create lead
Integrate Freshsales Classic and CRM databases to search by email and then update or create the lead record.
Freshsales Classicor swap with your favorite app
5.Wait before lead enrichment
Integrate Delay by Zapier and scheduling tools to pause 1 minute before applying final lead updates.
Delay by Zapieror swap with your favorite app
6.Update lead with UTM and note
Integrate Freshsales Classic and CRM notes to update UTM source fields and add a note with booking question responses.
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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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Define the trigger
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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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