1.Invitee created
Integrate Calendly and scheduling tools to capture invitee details to create a new CRM entry.
Create or update sales deal from booked discovery calls
Automatically monitor discovery call bookings across Calendly, Zapier Tables, Formatter by Zapier, HubSpot, and HighLevel. Create and update when invitee books discovery calls, new invitee created, or booking answers submittedβso you can populate deal records, assign ownership, and log booking notes without manual data entry.
How this automation creates sales deal records fast
When invitee details arrive without structured ownership, CRM updates stall and deals miss timing. This automation captures booking signals and enriches records and creates engagementsβso your team can act immediately.
Calendlyor swap with your favorite app
2.Find record in call matrix
Integrate Zapier Tables and lookup tables to determine event role and owner mapping to select the right deal owner.
Zapier Tablesor swap with your favorite app
3.Lookup table for lead source
Integrate Formatter by Zapier and mapping tables to translate the scheduling URL into a lead source label to standardize source fields.
Formatter by Zapieror swap with your favorite app
4.Find or create contact and deal
Integrate HubSpot and CRM records to find by email and create contacts and deals to set pipeline, stage, scheduled date, and owner.
HubSpotor swap with your favorite app
5.Create engagement and update records
Integrate HubSpot and CRM engagement tools to create a note engagement and update contact and deal records to log booking details and answers.
6.Add or update contact with tag
Integrate HighLevel and marketing tags to upsert the contact and add an appointment booked tag to keep marketing in sync.
Levor swap with your favorite app
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Explore all CRM data entry automations
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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