Calendly → CRM: Automatic Lead Capture & Follow-up

Overview

Automatically capture new calendar bookings from Calendly and create CRM contacts with immediate follow-up sequences.

Steps

1. Trigger: Calendly – New Event Type Booking
2. Create Contact: HubSpot – New Contact with booking details
3. Add to List: HubSpot – Appointment Booked list
4. Send Confirmation: HubSpot – Appointment Confirmation email
5. Schedule Reminder: HubSpot – 24hr Pre-Appointment reminder
6. Follow-up: HubSpot – Post-Appointment feedback request

Tip

Use Calendly's custom fields to capture qualifying questions and automatically tag leads by service type.