1.Detect invitee created events
Integrate Calendly and scheduling tools to detect invitee creations and route downstream lead updates.
Update lead status and post booked call alert
Automatically monitor invitees created on Calendly and route updates across Close and Slack. Post triage when qualified bookings happen, so you can update lead stages, format call times, and notify the right owner without manual follow-up.
How this automation accelerates call booked lead routing
When invitees are created but lead stages stay stale, routing delays can lose high intent prospects. This automation filters qualifying bookings, updates lead records, formats call times, and posts Slack triageβso your team can act fast on new meetings.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and campaign criteria tools to gate only qualifying bookings based on event type.
Filter by Zapieror swap with your favorite app
3.Updates lead status and metadata
Integrate Close and crm pipeline tools to find or create leads, set call booked stage, and attach booking metadata.
Closeor swap with your favorite app
4.Formats call start datetime
Integrate Formatter by Zapier and timezone tools to convert scheduled start time into a local formatted call time.
Formatter by Zapieror swap with your favorite app
5.Posts triage message to Slack
Integrate Slack and notification tools to post lead name, contact, call time, and assigned owner for triage.
Slackor swap with your favorite app
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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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