1.Monitor invitee created booking
Integrate Calendly and scheduling tools to detect new booking events for deal tracking.
Create sales deal from scheduled meeting for invitees
Automatically detect invitee created new bookings across Calendly and enrich CRM-ready meeting context. Create and update sales deals with HubSpot when bookings happenβso you can protect pipeline accuracy, prepare reps faster, and reduce manual data entry without reporting.
How this automation accelerates deal creation from scheduled meetings
When invitees book meetings but details stay scattered, pipeline creation stalls and reps miss context. This automation classifies click IDs and normalizes phones, then creates and associates HubSpot contacts and dealsβso your team can move from meeting to pipeline fast.
Calendlyor swap with your favorite app
2.Classifies source and click IDs
Integrate Code by Zapier and click tracking tools to classify meeting sources and extract click IDs for mapping.
Code by Zapieror swap with your favorite app
3.Normalizes attendee phone numbers
Integrate Formatter by Zapier and phone normalization tools to format attendee phone for CRM mapping and storage.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contacts
Integrate HubSpot and CRM mapping tools to find or create contacts and attach meeting date and click IDs.
HubSpotor swap with your favorite app
5.Checks existing deal association
Integrate HubSpot and CRM association lookups to determine whether an active deal is already linked to the contact.
6.Creates and associates deal
Integrate HubSpot and pipeline tools to create the deal, set pipeline stage, assign an owner, and link contact and company records.
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Explore all deal tracking automations
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.
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