1.Maps invitee created booking fields
Integrate Calendly and scheduling tools to map booking start time to task timing and invitee fields to lookup inputs.
Create follow-up task and assign lead owner quickly
Automatically monitor invitee created bookings across Calendly and Close. Create and update follow-up work when invitee created, booking start time mapped, or lead ownership assignedβso you can route tasks, update lead status, and eliminate manual follow-up paperwork.
How this automation creates due follow-up tasks fast
When invitee created events happen, delays can leave leads waiting and reps guessing who should act next. This automation delays and formats booking details and then finds the lead and creates a due follow-up taskβso your team can act immediately.
Calendlyor swap with your favorite app
2.Pauses for 2 minutes
Integrate Delay by Zapier and automation timers to pause 2 minutes before the CRM lead lookup begins.
Delay by Zapieror swap with your favorite app
3.Formats event start date
Integrate Formatter by Zapier and date formatting tools to convert event start into a readable date for the task.
Formatter by Zapieror swap with your favorite app
4.Finds lead by invitee email
Integrate Close and CRM lookup workflows to search by invitee email with a fallback to display name.
Closeor swap with your favorite app
5.Updates lead and creates task
Integrate Close and task management tools to assign lead owner, update lead status, and create a due task.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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