1.Captures invitee booking details
Integrate Calendly and CRM field mapping tools to capture attendee info, scheduled start, and booking answers.
Create discovery deals from booked meetings for follow-up
Automatically capture discovery meeting details across Calendly and HubSpot. Create and update deals when invitee created or booking answers submitted or start time scheduledβso you can prefill deal notes, link contacts, and notify owners without manual CRM data entry.
How this automation closes discovery deals faster
When a discovery meeting is booked in Calendly, manual follow-up can lead to missed context and slower deal handoffs. This automation captures invitee details, formats booking information, upserts contacts, creates deals, and notifies the ownerβso you can review before the call.
Calendlyor swap with your favorite app
2.Formats dates and splits names
Integrate Formatter by Zapier and data formatting tools to convert scheduled start into a readable date and split full name.
Formatter by Zapieror swap with your favorite app
3.Pauses for 10 minutes
Integrate Delay by Zapier and workflow timing controls to pause before creating or searching CRM records.
Delay by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate HubSpot and contact matching tools to find by name and email parts and create on no match.
HubSpotor swap with your favorite app
5.Creates deal and associates contact
Integrate HubSpot and CRM deal tracking to create a discovery deal, add booking notes, and associate the contact.
6.Sends owner review message
Integrate Gmail and email templates to send the owner a review-ready message with deal link and booking answers.
Gmailor 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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