1.Monitors invitee created bookings
Integrate Calendly and booking data mapping to capture new booking payloads for contact and opportunity creation.
Create opportunity from booking and payment in CRM
Automatically monitor new booking invites across Calendly and automate data capture in Salesforce. Create and update CRM records when booking and payment details arriveβso you can create opportunities, add opportunity products, and log fulfillment cases without manual data entry.
How this automation creates paid opportunities in your pipeline
When new booking invites arrive without structured CRM records, deal tracking stalls and paid bookings go unfulfilled. This automation maps booking payloads, creates CRM contacts and opportunities, and generates payment plans and fulfillment casesβso your team can move deals faster.
Calendlyor swap with your favorite app
2.Normalizes phone and times
Integrate Formatter by Zapier and transform tools to normalize phone and convert booking times to ISO for CRM fields.
Formatter by Zapieror swap with your favorite app
3.Finds or creates account and contact
Integrate Salesforce and CRM matching to find by email, fallback to phone, and create account and contact records.
Salesforceor swap with your favorite app
4.Creates opportunity and product line
Integrate Salesforce and CRM opportunity tools to create opportunity records and add opportunity product line items.
5.Creates payment plan and fulfillment case
Integrate Salesforce and case management to create payment plan and payment schedule, then attach a fulfillment case to the opportunity.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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