1.Detect invitee created
Integrate Calendly to create the lead flow when invitee created happens.
Create and tag leads from content audit bookings
Automatically detect Calendly invitees created across Close and Zapier Tables workflows. Create and update leads when invitee created, booking confirmed, or booking details submittedβso you can create CRM leads, map sources, and prepare setter tasks without manual data entry.
How this automation routes qualified leads faster
When invitee created happens in Calendly, missed context and delays can stall handoffs. This automation finds or creates leads, updates custom fields and opt-in activity, and adds subscribers and logs registrationsβso your team can prepare before the call.
Calendlyor swap with your favorite app
2.Find or creates lead
Integrate Close and CRM tools to match by invitee email and map contact fields to create or retrieve a lead.
Closeor swap with your favorite app
3.Lookup source mapping
Integrate Zapier Tables and mapping data to look up UTM source channels and assign a fallback channel when needed.
Zapier Tablesor swap with your favorite app
4.Update lead and create activity
Integrate Close and task assignment tools to update custom fields, create Content Audit opt-in activity, and assign a setter task.
5.Add subscriber to list
Integrate ActiveCampaign and audience tagging to add the contact to the list and apply a content audit tag.
ActiveCampaignor swap with your favorite app
6.Log registration row
Integrate Google Sheets and reporting systems to log lead id, source, campaign, scheduled time, and a tracker note.
Google Sheetsor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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