BAEZ TECH SOLUTIONS

Overview
Managing client scheduling can quickly become chaotic without a reliable system in place. This Zapier automation ensures that every new Calendly booking flows directly into our system without the need for manual entry. The automation checks whether a contact already exists and either updates their information or creates a new entry seamlessly.

Goals

• Eliminate manual data entry when a new client books a meeting.
• Ensure accurate, up-to-date client records in our system.
• Improve scheduling efficiency and client onboarding.

Workflow / Design

1. Trigger: A new invitee schedules a call in Calendly.
2. Check Existing Record: Zapier searches the client database (CRM or project management tool).
3. Conditional Action:
   • If the client exists → their record is updated with the latest booking details.
   • If the client does not exist → a new record is created with all relevant details.
4. Confirmation & Tracking: The system logs the update so scheduling is fully transparent.

ROI / Impact

• Saved hours of manual entry per week by automating contact creation.
• Reduced scheduling errors and duplicate records.
• Ensured every booking is tracked and aligned with project workflows, leading to faster client response times and improved professionalism.