1.Monitors invitee created bookings
Integrate Calendly and scheduling data to detect invitee created events and pass meeting start times for follow-up logging.
Create CRM activity for scheduled follow‑up and notify team
Automatically monitor invitee created events across Calendly, Close, and Discord. Create and update CRM activities when follow-up bookings are scheduled—so you can create lead activities, format meeting details, and notify your team without manual logging.
How this automation logs follow-up activities in your CRM
When invitee created events happen, reps can miss the context they need to follow up. This automation filters qualifying bookings and creates CRM activities and team notifications—so your team can act with up to date details.
Calendlyor swap with your favorite app
2.Filters qualifying follow-up events
Integrate Filter by Zapier and workflow rules to continue only for qualifying follow-up bookings for accurate activity logging.
Filter by Zapieror swap with your favorite app
3.Formats the scheduled meeting time
Integrate Formatter by Zapier and date time formatting to convert scheduled start time into a readable meeting timestamp.
Formatter by Zapieror swap with your favorite app
4.Finds the matching lead
Integrate Close and lead lookup to search for a matching lead using invitee contact details.
Closeor swap with your favorite app
5.Creates a custom lead activity
Integrate Close and activity logging to create a custom activity and map invitee details and meeting context.
6.Sends the team channel message
Integrate Discord and team communication to post a booking message with invitee name and formatted meeting time.
Discordor swap with your favorite app
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