Lead routing
Add Calendly bookings as new HubSpot contacts
Every Calendly booking becomes a HubSpot contact with the right lifecycle stage, source, and meeting notes attached — no manual data entry between booking and CRM.
The prompt
When someone books a meeting through Calendly, create or update the HubSpot contact, set Lead Source to 'Calendly', stage to 'Meeting Booked', and attach the booking link and any answers to my screening questions as a contact note.
What Carly will set up
- 1
Calendly New meeting booked - 2
HubSpot Create or update contact (match by email) - 3 HubSpot Set Lead Source = 'Calendly', Stage = 'Meeting Booked'
- 4 HubSpot Attach booking link + screening answers as a note
Apps used
Calendly HubSpot Frequently asked
What if the contact already exists?
Carly updates the existing record instead of creating a duplicate. She matches on email by default — you can change the match field in the prompt.
Can I route to Salesforce or another CRM?
Yes. Replace HubSpot with Salesforce, Pipedrive, Attio, Close, Folk, or any CRM. The fields map across — Lead Source, Stage, Notes.
Does this work with Cal.com or other booking tools?
Yes. Swap Calendly for Cal.com, SavvyCal, or any booking tool you use. The same prompt structure works.
Can Carly also Slack the sales team when the meeting books?
Yes — add 'and post to #sales in Slack with the booking details' to the prompt. Carly will do both in one workflow.
Ready to build this with Carly?
Copy the prompt above, send it to Carly, and she'll set up the workflow for you.
Build this with Carly →