1.Capture invitee and booking details
Integrate Calendly and event form triggers to capture invitee, scheduled start, and form responses.
Create CRM deal and notify sales from demo booking
Automatically capture invitees across Calendly and map booking details into Pipedrive, Klaviyo, and Microsoft Teams. Create CRM deals and notify the assigned rep when invitee created, demo booking submitted, or form responses captured β so you can assign owners, update deals, and notify sales without manual data entry.
How this automation accelerates your demo pipeline
When invitees get created in Calendly, demos can go unassigned and pipeline updates get delayed. This automation captures booking details, creates and updates CRM records, and notifies sales and marketing so your team can respond while intent is high.
Calendlyor swap with your favorite app
2.Filters for qualifying demo events
Integrate Filter by Zapier and routing rules to continue only for configured sales demo event types.
Filter by Zapieror swap with your favorite app
3.Normalizes phone and local time
Integrate Formatter by Zapier and data formatting tools to format phone to E.164 and convert event time.
Formatter by Zapieror swap with your favorite app
4.Creates CRM org, person, and deal
Integrate Pipedrive and CRM pipeline tools to find or create organization, person, and the demo-stage deal.
Pipedriveor swap with your favorite app
5.Creates or updates Klaviyo subscriber
Integrate Klaviyo and audience segmentation to find or create subscriber records with UTM properties.
Klaviyoor swap with your favorite app
6.Sends deal notification to channel
Integrate Microsoft Teams and sales notifications to post event context and the new deal link to the assigned rep.
Microsoft Teamsor swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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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