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HomeAutomationsCalendly Booking to CRM + Slack
ZapierSales & CRMBeginner3 steps

Calendly Booking to CRM + Slack

A Zapier zap that, on each new Calendly meeting, creates or updates a contact in your CRM and notifies the sales channel in Slack. Never lose track of a booked call.

CalendlyHubSpotSlack

How it works

  1. 1Trigger: invitee creates a Calendly event
  2. 2Action: create or update a contact in HubSpot
  3. 3Action: send a Slack message to sales

Setup

  • Connect Calendly, HubSpot and Slack in Zapier.
  • Use the 'Invitee Created' trigger.
  • Map email and name to the CRM contact.
  • Customize the Slack message with event details.

Workflow JSON

{
  "version": "1.0",
  "platform": "zapier",
  "title": "Calendly Booking to CRM + Slack",
  "steps": [
    {
      "id": 1,
      "type": "trigger",
      "app": "Calendly",
      "event": "Invitee Created"
    },
    {
      "id": 2,
      "type": "action",
      "app": "HubSpot",
      "event": "Create or Update Contact",
      "config": {
        "email": "{{1.email}}",
        "firstname": "{{1.name}}"
      }
    },
    {
      "id": 3,
      "type": "action",
      "app": "Slack",
      "event": "Send Channel Message",
      "config": {
        "channel": "#sales",
        "message": "New call booked with {{1.name}} at {{1.event_start_time}}"
      }
    }
  ]
}

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