1.Detect invitee cancellation
Integrate Calendly and meeting scheduling data to capture the canceled attendee details, event timestamps, and join link metadata.
Create canceled meeting activity and add reschedule sequence
Automatically monitor invitee canceled meeting events across Calendly and CRM tools. Create and update when invitee canceled, cancellations include attendee email, or enrollment succeeds or failsβso you can log cancellations, enroll contacts in a reschedule sequence, and create follow-up tasks without manual follow-up.
How this automation preserves reschedule follow-up context
When invitee cancellation events go unlogged, canceled meetings slip through and reschedule outreach is delayed. This automation captures cancellations, finds the matching lead, and creates CRM activity and reschedule enrollmentβso your team can follow up at the right time.
Calendlyor swap with your favorite app
2.Find lead by attendee email
Integrate Close and CRM lead databases to look up the matching lead by email and return the related contact and owner.
Closeor swap with your favorite app
3.Create canceled meeting activity
Integrate Close and CRM activity logging to create a custom activity with CANCELED status, dates, subject, and location.
4.Enroll contact in reschedule sequence
Integrate Close and sequence enrollment to subscribe the contact to the configured reschedule sequence.
5.Create manual follow-up task
Integrate Close and task tracking to create an assigned task for the lead owner when enrollment fails.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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