1.Captures invitee booking details
Integrate Calendly and scheduling tools to capture invitee email, scheduled start, and session type for due-date mapping.
Create post-session task from new booking invite for follow-up
Automatically capture new booking invite details across Calendly and Close. Create and assign post-session follow-up tasks when invitee created, session booked, or qualifying session types matchβso you can schedule due dates, connect leads, and assign owners without manual follow-up.
How this automation accelerates post-session follow-up tasks
When new booking invites arrive untracked, post-session notes and handoffs get delayed. This automation captures invitee booking details, filters qualifying sessions, and creates assigned Close tasksβso your team can complete follow-up without chasing updates.
Calendlyor swap with your favorite app
2.Filters for qualifying session types
Integrate Filter by Zapier and workflow filters to continue only for configured program/session types to avoid noise.
Filter by Zapieror swap with your favorite app
3.Finds the matching lead by email
Integrate Close and CRM search tools to look up the lead using invitee email so tasks attach to the right record.
Closeor swap with your favorite app
4.Chooses the task template by subtype
Integrate Paths by Zapier and routing rules to branch on session subtype and pick the correct task template.
Paths by Zapieror swap with your favorite app
5.Creates and assigns the follow-up task
Integrate Close and task management to create the task with the due date from session start, fill task text, and assign the owner.
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