1.Catches booking webhook
Integrate Webhooks by Zapier and webhook handling tools to receive booking payloads and extract call details.
Add booked discovery calls to KPI tracker and thread
Automatically capture booked discovery call payloads across Webhooks by Zapier, Google Sheets, Formatter by Zapier, and Slack. Create and update KPI tracker rows and threaded context when booking webhook arrives, booking timestamp changes, or interest fields appear—so you can log calls, populate daily KPIs, and notify handlers without manual data entry.
How this automation accelerates pipeline visibility
When a booked discovery call lands in your webhook system, delays can break daily pipeline reporting. This automation extracts booking fields, appends rows to your KPI trackers, and posts a threaded Slack update—so your team can act immediately.
Webhooks von Zapieror swap with your favorite app
2.Creates sales tracker row
Integrate Google Sheets and reporting systems to append call data into your sales tracker columns.
Google Sheetsor swap with your favorite app
3.Creates KPI file row
Integrate Google Sheets and analytics tools to write booking fields into KPI columns by funnel variation.
4.Formats booking timestamp
Integrate Formatter by Zapier and date tools to convert the booking timestamp for daily grouping and lookup.
Formatter von Zapieror swap with your favorite app
5.Searches daily thread
Integrate Slack and team messaging tools to find the daily thread that matches the formatted date.
Slackor swap with your favorite app
6.Sends threaded call message
Integrate Slack and notifications tools to post the call summary in the matching thread or create a new one.
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Schritt 1
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Schritt 2
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Schritt 3
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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
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Marcelo Lebre, Co-Founder
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