Auto-Create a Zoom Meeting and CRM Deal for Every Calendly Booking
When someone books a call on Calendly, automatically generate a Zoom meeting link, log a deal in your CRM, and send the invitee the join details.
- 1
Trigger on Calendly Bookings
Add a
Calendly Triggernode subscribed to theinvitee.createdevent. It fires with the invitee's name, email and chosen time. - 2
Create the Zoom Meeting
Add a
Zoomnode with operationCreate Meeting. Set the topic to the event name and the start time from the Calendly payload. Zoom returns ajoin_url. - 3
Create or Update the CRM Deal
Add a
HubSpotnode to upsert the contact by email and create an associated deal in yourMeeting Bookedstage. Attach the Zoom link as a deal property. - 4
Send Join Details
Add a
Gmailnode emailing the invitee the Zoomjoin_urland a calendar summary so they have everything in one place. - 5
Activate and Test
Activate the workflow and book a test slot on your Calendly. Confirm the Zoom meeting, HubSpot deal and confirmation email all appear.
Frequently asked questions
Does this handle cancellations?
Add a second workflow on Calendly's `invitee.canceled` event to delete the Zoom meeting and move the HubSpot deal to a Lost stage.
Can I use Google Meet instead of Zoom?
Yes — swap the Zoom node for a Google Calendar event with conferencing enabled, which generates a Meet link automatically.
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