1.Monitor invitee created
Integrate Calendly and scheduling signals to wait for qualifying booking events and to trigger lead handoff actions.
Create and assign lead for booked discovery call
Automatically monitor invitee creation for booked discovery calls across Calendly, Zapier Tables, Formatter by Zapier, Slack, and Close. Create and update leads when discovery call bookings are confirmed, invitee emails are captured, or qualifying bookings qualifyβso you can assign owners, schedule follow-up, and update CRM records without manual handoffs.
How this automation accelerates discovery call lead handoffs
When invitee created events come in, delayed assignment can stall discovery call follow-up. This automation monitors booking signals and then looks up the owner, formats the scheduled time, notifies your team, and creates or updates CRM leadsβso you can respond fast.
Calendlyor swap with your favorite app
2.Find owner by invitee email
Integrate Zapier Tables and contact databases to search the team table and to retrieve the assigned owner.
Zapier Tablesor swap with your favorite app
3.Convert booking time for messages
Integrate Formatter by Zapier and timezone utilities to convert the booking start time and to format friendly message time.
Formatter by Zapieror swap with your favorite app
4.Send scheduled time to channel
Integrate Slack and team messaging to post booking details and to notify the configured team channel.
Slackor swap with your favorite app
5.Create or update lead
Integrate Close and CRM records to find the lead by contact email and to create or update the lead and opportunity.
Closeor swap with your favorite app
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
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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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