1.Monitors invitee created
Integrate Calendly and scheduling tools to capture invitee email and scheduling URL for routing decisions.
Update lead stage when a prospect books a meeting
Automatically detect invitee created events across Calendly scheduling workflows and updates the matching lead in Close. Create and update lead stages when invitee created, meeting types map, or scheduling URLs generate codesβso you can prioritize follow-up, route to the right pipeline, and audit changes without manual reporting.
How this automation updates your lead pipeline stage
When invitee created events hit the workflow, leads can sit in the wrong stage and reps may follow up too late. This automation parses meeting type and updates the matching lead in Closeβso your team can prioritize follow-up at the right pipeline stage.
Calendlyor swap with your favorite app
2.Parses meeting type from URL
Integrate Formatter by Zapier and URL parsing tools to extract and normalize the meeting type slug from the scheduling URL.
Formatter by Zapieror swap with your favorite app
3.Looks up meeting code
Integrate Formatter by Zapier and lookup tables to map the extracted slug to a meeting code with a NOT FOUND fallback.
4.Filters NOT FOUND bookings
Integrate Filter by Zapier to continue only when the lookup result is not NOT FOUND.
Filter by Zapieror swap with your favorite app
5.Delays CRM update by 2 minutes
Integrate Delay by Zapier and timing controls to pause for 2 minutes so CRM indexing is stable.
Delay by Zapieror swap with your favorite app
6.Finds and updates lead stage
Integrate Close and CRM search to find the lead by invitee email and update the stage based on meeting code and status.
Closeor swap with your favorite app
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