1.Catches invitee created payload
Integrate Calendly and scheduling tools to catch booking details and attendee contact when invitee created.
Update CRM and lead sheet from scheduled booking
Automatically monitor invitee created events across Calendly, Kommo, Formatter by Zapier, and Google Sheets. Create and update when invitee created, booking details captured, or meeting time setβso you can update lead records, create meeting tasks, and log bookings without manual entry.
How this automation keeps your CRM leads and meetings on track
When an invitee is created, leads and meeting details can get entered late or inconsistently. This automation catches the booking payload, formats the scheduled time, finds or updates the lead, creates the meeting task, and appends the booking to your daily control sheetβso your team can keep follow-up on schedule.
Calendlyor swap with your favorite app
2.Formats scheduled start date time
Integrate Formatter by Zapier and datetime tools to format the scheduled start into local date time and a short date string.
Formatter by Zapieror swap with your favorite app
3.Finds lead by email
Integrate Kommo and CRM search tools to find an existing lead using email or campaign identifier.
Kommoor swap with your favorite app
4.Updates lead fields and next meeting
Integrate Kommo and CRM pipeline tools to update lead fields, set pipeline stage, and set the next meeting value.
5.Creates linked meeting task
Integrate Kommo and task tracking tools to create a meeting task linked to the lead with the mapped due date.
6.Appends booking to control sheet
Integrate Google Sheets and reporting tools to append booking status and ownership details to your daily worksheet.
Google Sheetsor 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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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.
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