1.Monitors invitee created events
Integrate Calendly and scheduling trackers to detect invitee created events and start the lead capture flow.
Create lead record and notify team on booking
Automatically monitor invitee created events across Calendly and outreach tools. Get instant Slack context, create leads in Close, and log bookings in Google Sheets β so you can skip manual lead entry.
How this automation creates lead context fast for booked calls
When invitee created events arrive without fast follow-up, opportunities slip and CRM records stay incomplete. This automation filters and formats booking details, sends a Slack message, creates leads in Close, and logs each booking in Google Sheetsβso your team can act quickly.
Calendlyor swap with your favorite app
2.Filters qualifying booking events
Integrate Filter by Zapier and scheduling rules to continue only for qualifying event types.
Filter by Zapieror swap with your favorite app
3.Formats scheduled start time
Integrate Formatter by Zapier and time parsing to convert the scheduled start into a readable formatted time.
Formatter by Zapieror swap with your favorite app
4.Sends private channel booking message
Integrate Slack and messaging workflows to post invitee details, event type, and answers with the formatted time.
Slackor swap with your favorite app
5.Finds or creates lead contact
Integrate Close and CRM data matching to find a lead by email, map contact fields, and set booked-call stage.
Closeor swap with your favorite app
6.Adds booking row to tracker
Integrate Google Sheets and reporting logs to append a row for tracking created timestamp, source, and notes.
Google Sheetsor swap with your favorite app
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
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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