1.Monitors invitee created
Integrate Calendly and scheduling tools to capture invitee name, email, phone, meeting start, and intake answers.
Create booked call lead, update tracker, notify team
Automatically monitors invitee created bookings across Calendly and your lead stack. Create and update when call bookings are confirmed and notify your team in Slackβso you can route owners, set call booked status, and refresh tracker rows without manual follow-up.
How this automation converts bookings into tracked leads
When invitee created bookings arrive, leads can go unassigned and call status stays outdated. This automation captures invitee details and updates lead and tracker records and alerts your teamβso your team can respond fast.
Calendlyor swap with your favorite app
2.Assigns owner by email
Integrate Zapier Tables and crm mapping tools to find a record by invitee email and set the correct owner.
Zapier Tablesor swap with your favorite app
3.Updates or creates lead
Integrate Close and CRM fields to find a lead by email and update it to call booked with owner assigned.
Closeor swap with your favorite app
4.Updates or creates tracker
Integrate Airtable and database rows to find a tracker record by email or phone and update meeting time and booked status.
Airtableor swap with your favorite app
5.Posts booking alert to Slack
Integrate Slack and team channels to post lead name, meeting time, owner, and campaign tags as a coordination alert.
Slackor swap with your favorite app
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Step 1
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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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