1.Detect invitee created
Integrate Calendly and scheduling tools to watch for new invitees and trigger the lead capture process.
Create qualified CRM lead from scheduled intro calls
Automatically monitor invitee created events across Calendly. Create and update CRM leads with Closeβso you can qualify bookings, assign owners, and log booking notes without manual follow-up.
How this automation creates qualified leads from booked calls
When intro-call invitees get booked, delays can waste high intent opportunities. This automation filters event types, creates or updates CRM leads, and attaches booking notesβso your team can follow up immediately.
Calendlyor swap with your favorite app
2.Continue only for event type
Integrate Filter by Zapier and automation rules to route only matching event types to lead creation steps.
Filter by Zapieror swap with your favorite app
3.Create lead from invitee
Integrate Close and CRM mapping tools to create qualified leads from invitee details and booking notes.
Closeor swap with your favorite app
4.Update lead with owner and note
Integrate Close and CRM updates to assign an owner and log a booking note linking back to the schedule.
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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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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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