1.Detect invitee created
Integrate Calendly and scheduling tools to monitor invitee creation and start lead intake to capture booking events.
Create sales lead and new deal from booking
Automatically monitor Calendly invitee creations across Close and Slack. Create and update leads and opportunities when invitee created, booking confirmed, or scheduling form submittedβso you can extract intake answers, link deals, and alert closers without manual follow-up.
How this automation accelerates mentorship follow-up
When a new Calendly invitee is created, manual lead creation can delay outreach and miss sales-stage momentum. This automation extracts intake answers and creates or updates leads and opportunities while posting a booking summaryβso your team can respond fast.
Calendlyor swap with your favorite app
2.Lookup user by email
Integrate Close and CRM data to map invitee email to the matching user and identify the owner to route leads correctly.
Closeor swap with your favorite app
3.Extract structured intake
Integrate ChatGPT (OpenAI) and intake extraction tools to turn booking Q and A into answer fields to prepare lead qualification.
ChatGPT (OpenAI)or swap with your favorite app
4.Find or create lead
Integrate Close and CRM records to map booking name and invitee details and create a lead when missing to set the lead stage.
5.Update lead and create deal
Integrate Close and opportunity pipelines to add tags, map extracted answers, and create a linked opportunity to set expected close timing.
6.Post booking summary
Integrate Slack and team messaging tools to post lead, owner, booking time, and key answers to alert closers instantly.
Slackor swap with your favorite app
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