1.Monitors invitee created
Integrate Calendly and booking tools to detect invitee created events and start the handoff workflow.
Update lead record and create tasks from bookings
Automatically monitor invitee created bookings across Calendly, Close, and Google Sheets. Create and update when invitee bookings appear or scheduled times arrive or phone email matchesβso you can match leads, mark booked status, and create prep tasks without manual lead matching.
How this automation accelerates booked lead handoffs
When invitees get booked but handoff details are delayed, reps miss the right timing for outreach. This automation finds the lead, updates booked status and scheduled time, and creates a prep task and tracker updateβso your team can move immediately.
Calendlyor swap with your favorite app
2.Finds the matching lead
Integrate Close, lead matching tools, and contact mapping to search by phone or email and select the first match.
Closeor swap with your favorite app
3.Updates the lead to booked
Integrate Close and CRM fields to map scheduled start to lead time, set booked status, and add a lead record link.
4.Creates the prep task
Integrate Close and task tools to create a Consultation Call task with the due date and booking prep notes.
5.Updates the tracker row
Integrate Google Sheets and spreadsheet tracking tools to look up by invitee email and update the booking time and link.
Google Sheetsor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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