1.Watch invitee created booking scheduled
Integrate Calendly, meeting scheduling data, and contact details to capture attendee email, booking id, scheduled time, and host context.
Assign lead owner from new booking to correct rep
Automatically capture invitee created booking details across Calendly, Close, and Paths by Zapier. Create and update when invitee created, booking scheduled, or host email matchesβso you can assign lead owners, update lead records, and save booking context without manual lead updates.
How this automation assigns the right lead owner
When invitee created booking scheduled goes unassigned, meetings can start with the wrong rep handling outreach. This automation captures booking details, matches the lead, routes to the correct owner, and updates the lead recordβso your team can move faster with accurate ownership.
Calendlyor swap with your favorite app
2.Find lead by attendee email
Integrate Close and CRM search tools to find an existing lead by attendee email and return the lead id and contact fields.
Closeor swap with your favorite app
3.Route using owner lookup
Integrate Paths by Zapier and routing rules to evaluate the booking host email and determine the matching owner id.
Paths by Zapieror swap with your favorite app
4.Update lead owner and notes
Integrate Close and CRM record updates to set the resolved lead owner and attach booking context in notes.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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