1.Detects invitee created
Integrate Calendly to start the automation when an invitee is created.
Add booking attendee to CRM and schedule reminders
Automatically detect booking invitee creation across Calendly and Klaviyo. Send SMS confirmations, add subscribers, and update customer records when invitee created, booking request captured, or appointment scheduled—so you can confirm appointments, grow lists, and keep CRM notes current without manual follow-up.
How this automation confirms appointments automatically
When booking invitees are created, missed or delayed outreach can lead to confused attendees and wasted rep effort. This automation formats invitee details, filters qualifying bookings, and sends SMS confirmations while updating subscribers and customer records—so your team can confirm appointments without manual follow-up.
Calendlyor swap with your favorite app
2.Normalizes name and phone
Integrate Formatter by Zapier and data formatting tools to split names and format phone numbers for messaging.
Formatter von Zapieror swap with your favorite app
3.Checks qualifying booking rules
Integrate Filter by Zapier and event rules tools to continue only for qualifying event types and non reschedule bookings.
Filter von Zapieror swap with your favorite app
4.Adds or updates subscriber
Integrate Klaviyo and subscriber list tools to add or update contacts and set consent for SMS.
Klaviyoor swap with your favorite app
5.Sends SMS confirmation
Integrate Twilio and messaging templates to send a personalized SMS confirmation to the validated number.
Twilioor swap with your favorite app
6.Finds or updates customer record
Integrate Kustomer and CRM note tools to update the customer record and log an internal appointment note.
Kustomeror swap with your favorite app
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