1.Monitor invitee created
Integrate Calendly and CRM tools to catch the new booking and pull invitee name, email, owner, phone text, and intake answers.
Create qualified lead from booking into CRM
Automatically monitor new sales booking details across Calendly and your CRM setup. Create and update when new booking created, intake answers submitted, or event owner selectedβso you can extract contact phone, route to the right closer, and create scheduled-meeting leads without manual handoff.
How this automation accelerates your lead handoff
When Calendly invitee created, delays can cause missed follow-up and messy lead assignment. This automation catches bookings, formats contact fields, routes to the right owner, and creates qualified CRM lead recordsβso your team can respond fast.
Calendlyor swap with your favorite app
2.Extract phone number from intake
Integrate Formatter by Zapier and data formatting tools to extract the phone number from intake answers and populate the contact phone field.
Formatter by Zapieror swap with your favorite app
3.Route based on event owner
Integrate Paths by Zapier and routing rules to evaluate the scheduled event owner and route to the matching CRM owner path.
Paths by Zapieror swap with your favorite app
4.Create lead with intake notes
Integrate Close and CRM note fields to create a lead with contact details, assign owner, add intake answers, and set scheduled-meeting status.
Closeor swap with your favorite app
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Step 1
Connect your tools
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
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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