1.Monitors invitee created
Integrate Calendly to catch new invitee booking events and trigger qualification filtering.
Create or update lead and opportunity from booking
Automatically monitor new booking invites across Calendly and route qualifying scheduler details to your CRM and opportunity workflow. Create enriched leads, log call context, and set triage opportunities β so reps can follow up without manual lead entry.
How this automation builds complete lead context
When invitee creation triggers unfiltered follow-up, reps waste time rebuilding context and updating records. This automation filters qualifying bookings, formats call timestamps, and creates or updates leads and opportunitiesβso your team can reach out with full intake details.
Calendlyor swap with your favorite app
2.Continues only qualifying bookings
Integrate Filter by Zapier to check configured event types and assigned rep before proceeding.
Filter by Zapieror swap with your favorite app
3.Formats scheduled start time
Integrate Formatter by Zapier and timezone tools to format the scheduled start time into a call note timestamp.
Formatter by Zapieror swap with your favorite app
4.Finds or creates lead record
Integrate Close, CRM mapping, and lead enrichment to search by invitee email and create a lead with intake answers.
Closeor swap with your favorite app
5.Creates call log and opportunity
Integrate Close to create the call log and opportunity, set triage stage, and assign the scheduled event owner.
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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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