1.Detects invitee created in Calendly
Integrate Calendly and intake forms to capture invitee name, email, phone, event type, appointment time, and answers.
Create qualified lead and call record from booking
Automatically monitor strategy call bookings across Calendly and partner routing tools. Create and update leads and call records when strategy call booked, invitee answers submitted, or event type selectedβso you can match leads, assign owners, and log call records without manual follow-up.
How this automation prepares follow-up from every booking
When strategy call invitees are created in Calendly, follow-up can slip because data stays scattered. This automation formats invitee details and creates CRM lead and call recordsβso your team can follow up the same day with matched owners.
Calendlyor swap with your favorite app
2.Normalizes invitee email and time
Integrate Formatter by Zapier and formatting tools to lowercase invitee email and standardize appointment time fields.
Formatter by Zapieror swap with your favorite app
3.Finds matching Sales Team owner
Integrate Zapier Tables and CRM directory tools to look up an owner by normalized email and flag unassigned matches.
Zapier Tablesor swap with your favorite app
4.Finds or creates lead contact
Integrate Close and lead tracking tools to map invitee details into lead fields and set interested booking status.
Closeor swap with your favorite app
5.Creates scheduled call record
Integrate Airtable and reporting databases to create a Calls record with time, owner, appointment ID, and intake notes.
Airtableor swap with your favorite app
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