Webhook from Cal.com
Goal
A new inbound lead submitted a demo request form
After submitting the form, they are redirected to a Cal.com meeting booking page
Set up a webhook in Cal.com to update a contact-level custom property “Call Booked” by toggling it to “Yes”
Note: This automation assumes you already have an inbound lead automation set up, so all inbound form submissions are already contacts in your Zero workspace.
Preparation steps
Configure the Cal.com webhook
Note: you can trigger a webhook for a specific event, or across all events under your account. This example is for a specific event.
Steps:
Go to your Event Types page and edit the event you want to trigger the webhook
Go to Webhooks and create a new - it should look like this:
Paste the Zero webhook URL from the previous step to the Subscriber URL field
Enable webhook
Set event trigger(s) - in this example we’ll use only Booking Created
Select Custom Payload Template and paste the below into the box (we only want to send the email of the person who booked the call) and save.
{
"email": "{{attendees.0.email}}"
}
Check Cal.com Webhooks documentation for more information
Zero Automation
Action 1: Find records
Now we need to find the contact from Zero who booked the call via Cal.com.
Important: add the filter “Email” and map the “email” variable from the webhook, so we find the matching record.
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