Calendly Booking to CRM: Clearbit Enrich & Create New Company
This workflow automates the process of adding new company records to a CRM system whenever a Calendly event is booked. Upon a new Calendly booking, the workflow extracts relevant attendee information. It then performs a crucial check to determine if the associated company already exists within the CRM. If the company record is not found, the workflow leverages Clearbit to enrich the company data, gathering additional details such as industry, size, and website. Finally, using the enriched information, it proceeds to create a new company record in the CRM, ensuring that no duplicate entries are made while capturing comprehensive data for new leads or contacts. This streamlines lead management and ensures the CRM is up-to-date with new business interactions.
Automate Calendly bookings, instantly enriching new company data via Clearbit and creating CRM records, maximizing lead management efficiency.
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