1.Captures scheduled booking invitees
Integrate Calendly and scheduling tools to capture invitee details and continue for the configured event type.
Create lead and opportunity for booked application calls
Automatically capture booked application call invitees from Calendly across Zapier Tables and Close. Create and update leads and opportunities when email or phone matches occurβso you can assign owners, mark calls booked, and keep routing accurate without manual follow-up.
How this automation books your application call deals
When a scheduled booking is created, leads can slip through and opportunities stay unassigned. This automation captures invitees and maps ownership, then finds or creates leads in Close and sets an opportunity to bookedβso your team can act fast.
Calendlyor swap with your favorite app
2.Looks up sales rep ownership
Integrate Zapier Tables and lead routing tools to look up the Sales Reps record by rep email and map owner fields.
Zapier Tablesor swap with your favorite app
3.Finds lead by invitee email
Integrate Close and CRM enrichment tools to search leads by email, then update contact fields and custom owner data.
Closeor swap with your favorite app
4.Creates booked call lead and opportunity
Integrate Close and opportunity management tools to create a new lead when needed and set a booked call opportunity.
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Step 1
Connect your tools
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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