1.Detects invitee created bookings
Integrate Calendly, booking sources, and scheduling data to catch new invitee created events and start the workflow.
Create or update CRM deal from new booking
Automatically capture invitee created bookings across Calendly and HubSpot. Create and update when invitee created, booking confirmed, or appointment scheduledβso you can refresh contact records, create deals, and set pipeline stages without manual data entry.
How this automation updates your deal records
When invitee created bookings happen, appointment context can get lost in inboxes and deals remain untracked. This automation formats attendee names, upserts contacts, and creates or updates associated deals and pipeline stagesβso your team sees scheduled time instantly.
Calendlyor swap with your favorite app
2.Splits full name fields
Integrate Formatter by Zapier and data transformation tools to split the full name and map it to name fields.
Formatter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate HubSpot, contact enrichment tools, and CRM lookup to search by attendee email and locate the right contact.
HubSpotor swap with your favorite app
4.Creates or updates contact
Integrate HubSpot, CRM contact tools, and scheduling data to create or update contact fields and store scheduled time.
5.Finds or creates and associates deal
Integrate HubSpot and pipeline tools to find or create the deal, update stage and date, and associate it to the contact.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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