1.Detect invitee cancellation
Integrate Calendly to detect invitee Canceled events and capture invitee email, event type, booking timestamp, and cancellation timestamp.
Update CRM rows when scheduled calls are canceled
Automatically monitor invitee cancellations across Calendly and Google Sheets. Create and update CRM rows when booking cancellations happenβso you can mark status as Canceled, save cancellation dates, and keep pipeline visibility accurate without manual spreadsheet updates.
How this automation records canceled calls in your CRM
When invitee cancellations happen, delays can leave pipeline status wrong. This automation detects invitee canceled events and updates Google Sheets records with the cancellation date and Canceled statusβso your team keeps CRM data accurate.
Calendlyor swap with your favorite app
2.Filter qualifying meeting types
Integrate Filter by Zapier to continue only for configured meeting types relevant to sales or account reviews.
Filter by Zapieror swap with your favorite app
3.Format booking and cancellation dates
Integrate Formatter by Zapier to convert booking and cancellation timestamps into MMDDYYYY values for sheet updates.
Formatter by Zapieror swap with your favorite app
4.Find lead row by email
Integrate Google Sheets to find a row by matching the invitee email to your lead or contact email column.
Google Sheetsor swap with your favorite app
5.Update row with canceled status
Integrate Google Sheets to update the cancellation date column and set the status column to Canceled for the matched row.
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Step 1
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Define the trigger
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