1.Detect new booking invitee
Integrate Calendly to watch invitee Created and pass booking details into the automation for follow-on actions.
Create sales opportunity and add contact to lists
Automatically capture invitee Created bookings across Calendly and CRM systems. Create and update a sales workflow when invitee created, booking scheduled, or invitee details changeβso you can update contacts, create opportunities, and notify sales without manual follow-up.
How this automation creates demo-call opportunities fast
When invitee Created new booking events land, delays can break deal timing and reps miss the prep window. This automation formats phone and datetimes, seeds audiences, creates or updates contacts and CRM opportunities, and notifies salesβso your team can respond instantly.
Calendlyor swap with your favorite app
2.Formats phone and datetimes
Integrate Formatter by Zapier and timezone tools to convert invitee phone and scheduled start into CRM-ready values.
Formatter by Zapieror swap with your favorite app
3.Adds email to custom audience
Integrate Facebook Custom Audiences to add invitee email to a custom audience for ad attribution-ready targeting.
Facebook Custom Audiencesor swap with your favorite app
4.Finds or creates contact in list
Integrate ActiveCampaign and contact lists to find or create a contact and add them to a scheduled-call list.
ActiveCampaignor swap with your favorite app
5.Creates or updates CRM opportunity
Integrate HighLevel and CRM pipelines to create or update an opportunity with scheduled datetime details.
Levor swap with your favorite app
6.Notifies sales in private channel
Integrate Slack to send a private message with contact details and scheduled time so reps can prep for the call.
Slackor 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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