1.Monitors invitee created
Integrate Calendly to capture invitee email and booking details to map the lead and sequence.
When an invitee gets created in Calendly, manual outreach can still hit active prospects. This automation locates the lead and sequence subscription in Close and pauses the subscription status with an activity note—so your team can stop duplicate follow-up.
Integrate Calendly to capture invitee email and booking details to map the lead and sequence.
Integrate Close to search leads by invitee email to return lead id and primary contact id.
Integrate Close to search sequence subscriptions to identify the configured nurture subscription for the contact.
Integrate Close to update subscription status to paused and add an activity note with booking details.
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