Calendly + Close

Update opportunities in Close when new invitees are created in Calendly

Keep your sales process streamlined by automatically updating opportunities in the Close app whenever a new invitee is created in Calendly. This workflow helps you stay on top of every potential deal by ensuring that every new meeting scheduled is efficiently reflected in your Close opportunities. Never miss a connection or lose track of an opportunity again with this simple automation.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Update Opportunity
Updates an existing Opportunity.
ActionWrite

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Supported triggers and actions

- Webhook subscription scopeRequired
Trigger
Instant
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- Webhook subscription scopeRequired
Trigger
Instant
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Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Trigger
Instant
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- Contact Smart View IDRequired
Trigger
Scheduled
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- Custom Activity V 2 Instructions
- Custom Activity TypeRequired
- Filled-in fields
Trigger
Instant
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- Direction
- Template ID
- User ID
Trigger
Instant
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- Type
- User IDRequired
Trigger
Instant
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- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
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- Statuses
Trigger
Instant
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- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Trigger
Instant
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- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
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- Workflow
- ActionRequired
Trigger
Instant
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- Completed?
- Assigned to User
Trigger
Instant
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- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Email IDRequired
Action
Write
- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
Action
Write
- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
Action
Write
- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
Action
Write
- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Text
- Recording URL
- User ID
Action
Write
- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Write
- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
Action
Write
- Email AddressRequired
- RoleRequired
Action
Write
- Lead IDRequired
- Text TypeRequired
- Attachments
Action
Write
- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- LeadRequired
- StatusRequired
- Confidence
- Value

Calendly + Close

Update opportunities in Close when new invitees are created in Calendly

Supported triggers and actions

Invitee Canceled

Invitee No Show Created

Cancel Scheduled Event

Find User

New Call Transcript

New Contact in Contact Smart View

Published Custom Activity

New Email

New Inbox Item

New Lead in Status

New Meeting

New Event

New Opportunity in Status

New or Updated Workflow Subscription

New Task

Add Address to Lead

Delete Email

Export Activity Report to CSV

Run Activity Overview Report

Create Bulk Email

Create Call

Create Custom Activity

Create Email

Add User

Create Note

Run Opportunity Funnel Report

Create Opportunity