1.Invited attendee booking created
Integrate Calendly to detect new booking events and trigger downstream activity logging.
Create booked call activity and update lead record
Automatically create CRM call activity from Calendly invitee bookings across Calendly and Close. Updates lead records and logs meeting context when new booking created, qualifying meeting type selected, or timezone checks passβso you can update status, increment call counters, and notify the booking channel without manual follow-up.
How this automation creates booked call context
When a new Calendly booking lands, missed activity logging can leave lead context outdated and follow-up unclear. This automation processes the booking, finds the matching lead, and updates the lead while creating a published sales-call activityβso reps can act fast.
Calendlyor swap with your favorite app
2.Filters for qualifying meeting types
Integrate Filter by Zapier to limit the flow to configured meeting types and reduce irrelevant activity.
Filter by Zapieror swap with your favorite app
3.Validates invitee timezone
Integrate Code by Zapier and decision logic to validate timezone and route pass or fail outcomes.
Code by Zapieror swap with your favorite app
4.Waits one minute for indexing
Integrate Delay by Zapier to pause briefly so connected systems can index new booking data.
Delay by Zapieror swap with your favorite app
5.Finds lead by booking email
Integrate Close to search by invitee email and locate the first matching lead record.
Closeor swap with your favorite app
6.Updates lead and creates activity
Integrate Close to update lead fields and create a published sales-call activity with meeting details.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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