1.Detect invitee created
Integrate Calendly and scheduling tools to start the workflow when a new invitee is created.
Create lead and record booked call for invitees
Automatically detect Calendly invitee created across Typeform, Close, ConvertKit, Slack, and Google Sheets. Create and update when invitee created, booking time confirmed, or attendee details validatedβso you can enrich lead notes, update lead status, and log booking rows without manual spreadsheet reporting.
How this automation creates booked call leads
When invitee created, delays can break lead follow-up and reporting accuracy. This automation formats data, enriches it from Typeform, updates or creates leads in Close, tags ConvertKit sequences, and posts and logs resultsβso your team can act fast.
Calendlyor swap with your favorite app
2.Normalizes invitee fields
Integrate Formatter by Zapier and data parsing tools to format contact name, phone, and booking time.
Formatter by Zapieror swap with your favorite app
3.Looks up responses
Integrate Typeform and form data tools to lookup responses by invitee email and map enrichment answers.
Typeformor swap with your favorite app
4.Creates or updates lead
Integrate Close and CRM lookup tools to find lead by email and update status with booking details.
Closeor swap with your favorite app
5.Adds to call booked tag
Integrate ConvertKit and email automation tools to add the invitee to the configured call booked sequence.
Kitor swap with your favorite app
6.Posts booking alert
Integrate Slack and team notification tools to post a channel alert with name, time, and confirmation status.
Slackor swap with your favorite app
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