1.Captures routing form submission
Integrate Calendly and routing form capture to map invitee fields like attendee name, submission text, and scheduled time.
Update prospect record when a scheduling form is submitted
Automatically capture routing form submissions across Calendly and Pardot. Create and update prospect meeting flags and standardized meeting dates when invitee created, email extracted, or scheduled time formattedβso you can prioritize and prepare without manual CRM entry.
How this automation improves your prospect meeting readiness
When routing form submissions land without consistent CRM fields, meetings get missed and reps scramble. This automation captures scheduling form data and updates your Pardot prospect with a meeting flag and formatted meeting dateβso your team can prepare on time.
Calendlyor swap with your favorite app
2.Extracts email from submission
Integrate Formatter by Zapier and email parsing tools to extract email from submission text and map it to contact email.
Formatter by Zapieror swap with your favorite app
3.Formats scheduled meeting date
Integrate Formatter by Zapier and date standardization tools to convert scheduled time into a YYYY-MM-DD meeting date.
4.Finds prospect by email
Integrate Pardot and CRM lookup tools to search prospects by the extracted email and retrieve the matching prospect record.
Pardotor swap with your favorite app
5.Updates prospect meeting details
Integrate Pardot and CRM record updates to set a meeting flag and update the prospect meeting date field.
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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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