1.Invitee created booking
Integrate Calendly and calendar booking tools to capture invitee email, start time, and meeting link to log meeting details.
Add scheduled meeting note to CRM lead record
Automatically monitor Calendly invitee created events across Calendly and Close. Create and update lead notes and records when booked meetings match a leadβso you can capture meeting context and keep follow-up accurate without manual logging.
How this automation logs meeting context in your CRM
When Calendly invitee created events happen, unlogged meeting details can slow follow-up and weaken pipeline context. This automation finds matching leads, creates meeting notes, and updates lead recordsβso your team can follow up faster without manual logging.
Calendlyor swap with your favorite app
2.Skip unassigned rep meetings
Integrate Filter by Zapier and routing rules to continue only for configured sales reps to avoid internal or unassigned bookings.
Filter by Zapieror swap with your favorite app
3.Find lead by invitee email
Integrate Close and lead matching tools to look up a lead by invitee email to stop when no match is found.
Closeor swap with your favorite app
4.Create a note on the lead
Integrate Close and CRM note capture to create a lead note with meeting time, meeting link, and assigned rep to preserve context.
5.Update the lead record
Integrate Close and CRM updates to map the meeting link, set call status, and write the assigned rep to update the lead record.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Step 2
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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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