1.Monitor invitee created
Integrate Calendly and scheduling tools to detect invitee-created strategy-session bookings and start lead enrichment.
Update lead and notify sales on strategy booking
Automatically monitor invitee-created strategy-session bookings across Calendly and your lead enrichment stack. Create and update when invitee created or meeting booked or strategy session requested—so you can route owner handoff, update CRM stages, and alert reps without manual follow-up.
How this automation accelerates lead handoffs
When invitee created happens, delays can cause missed follow-up and unclear ownership. This automation formats meeting details and enriches owner context, then posts Slack alerts and updates Close lead records—so your team can confirm strategy-session calls without manual lead matching.
Calendlyor swap with your favorite app
2.Formats meeting time
Integrate Formatter by Zapier and timezone tools to format meeting start time into a friendly display format.
Formatter by Zapieror swap with your favorite app
3.Finds sales team owner
Integrate Zapier Tables and CRM data sources to find the Sales Team record and assign owner contact details.
Zapier Tablesor swap with your favorite app
4.Looks up campaign identifiers
Integrate Zapier Tables and source tracking tools to lookup campaign and user identifiers from invitee UTM or source fields.
5.Posts rep alert message
Integrate Slack and notifications tools to post a concise message with owner name and formatted meeting time.
Slackor swap with your favorite app
6.Updates lead and stage
Integrate Close and CRM records to find by invitee phone, update contact fields, and move the lead to the scheduled-call stage.
Closeor swap with your favorite app
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