1.Monitors invitee created bookings
Integrate Calendly and webhooks to detect booking scheduling events and trigger lead and opportunity creation.
Create lead and discovery opportunity from event booking
Automatically route invitee-created bookings across Calendly, Close, Slack, and ActiveCampaign. Create and update leads and opportunities when bookings are scheduled, invitees are created, or discovery needs triggerβso you can create leads, create opportunities, and add contacts to nurture without manual follow-up.
How this automation creates sales-ready discovery leads
When invitee created bookings appear, sales readiness can stall and leads get missed. This automation transforms invitee details, finds or creates leads, creates discovery opportunities, notifies sales, and adds contacts to nurtureβso your team can move fast.
Calendlyor swap with your favorite app
2.Normalizes invitee contact fields
Integrate Formatter by Zapier and data mapping tools to transform the invitee name and populate contact email and name.
Formatter by Zapieror swap with your favorite app
3.Finds or updates the lead
Integrate Close and CRM search tools to match by email and update lead status and key contact fields.
Closeor swap with your favorite app
4.Creates a discovery opportunity
Integrate Close and pipeline tracking tools to create a discovery-stage opportunity and set its scheduled date.
5.Sends a sales channel alert
Integrate Slack and messaging tools to post an alert with invitee name, scheduled time, and assigned rep.
Slackor swap with your favorite app
6.Adds contact to nurture list
Integrate ActiveCampaign and marketing lists to add the contact to the nurture list with a post-event tag.
ActiveCampaignor swap with your favorite app
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