1.Captures invitee details
Integrate Calendly and meeting scheduling tools to capture invitee email, name, phone, event answers, and meeting link to map contact fields.
Update contact record with meeting and webinar data
Automatically capture invitee details across Calendly, HubSpot, and Brevo. Create and update when invitee created, meeting link generated, or event answers submittedβso you can update contact properties, refresh mailing list membership, and keep CRM data accurate without manual CRM data entry.
How this automation updates CRM records from webinar data
When invitee details arrive but CRM fields stay outdated, reps can miss follow-up context. This automation captures invitee data, finds and merges contacts, then updates contact properties and mailing list membershipβso your team keeps records current without manual data entry.
Calendlyor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM contact search tools to look up the contact ID by invitee email to retrieve current properties.
HubSpotor swap with your favorite app
3.Delays for external updates
Integrate Delay by Zapier and automation timing tools to pause for 3 hours to allow enrichment to complete before updates.
Delay by Zapieror swap with your favorite app
4.Pulls webinar list membership
Integrate Brevo and marketing list tools to retrieve membership and custom attributes by email to return the attribute set.
Brevoor swap with your favorite app
5.Updates contact and list
Integrate HubSpot and Brevo to update contact properties and refresh mailing list membership to reconcile webinar and poll data.
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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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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
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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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