1.Invitee created
Integrate Calendly, event and scheduling tools, and CRM intake systems to detect new invitees for capture lead context
Create lead and schedule follow-up activity from bookings
Automatically monitor new bookings in Calendly across Close and Delay by Zapier. Create follow-up activities when invitees are created, leads are found or created, or timing is readyβso you can preserve outreach timing, capture attendee context, and schedule next steps without manual follow-up.
How this automation schedules follow-ups for new bookings
When new bookings happen, response timing and attendee context can slip. This automation monitors Calendly invitee creation and then finds or creates a lead and schedules a follow-up activityβso your team can act with complete booking context.
Calendlyor swap with your favorite app
2.Find lead by contact
Integrate Close, CRM search tools, and contact matching workflows to look up a matching lead by contact identifier
Closeor swap with your favorite app
3.Wait before syncing
Integrate Delay by Zapier, automation controls, and indexing buffers to pause before creating the follow-up activity
Delay by Zapieror swap with your favorite app
4.Create follow-up activity
Integrate Close, activity scheduling tools, and note templates to create a lead-linked follow-up with attendee context
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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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