1.Detect invitee created
Integrate Calendly and scheduling signals to detect new invitee created events for follow-up setup.
Create sales deal from scheduled call in CRM
Automatically convert Calendly invitee created bookings into CRM records across Calendly and Pipedrive. Create and update deals when invitee created, meeting scheduled, or host info confirmedβso you can create organizations, add contacts, and assign owners without manual data entry.
How this automation creates sales-ready deal records
When Calendly invitee created, delays can leave sales follow-up unprepared and pipeline timelines inconsistent. This automation formats invitee details, searches or creates Pipedrive companies and deals, and enriches context from MailerLiteβso your team can follow up fast.
Calendlyor swap with your favorite app
2.Split text to extract domain
Integrate Formatter by Zapier and text parsing tools to map invitee email to domain portion for seeding org name.
Formatter by Zapieror swap with your favorite app
3.Normalize extracted domain
Integrate Code by Zapier and data transformation to convert domain into a normalized candidate organization name.
Code by Zapieror swap with your favorite app
4.Search or create organization
Integrate Pipedrive and CRM organization matching to search by organization name and create a new org when missing.
Pipedriveor swap with your favorite app
5.Create contact and deal
Integrate Pipedrive and CRM deal tools to create or update the person, link to the organization, and generate the deal.
6.Find subscriber and tag
Integrate MailerLite and email marketing tools to find a subscriber by invitee email and pass a contextual tag.
MailerLiteor 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!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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