1.Captures invitee booking details
Integrate Calendly and scheduling metadata tools to trigger on invitee created and capture booking details.
Create CRM lead and log booked discovery call
Automatically monitor discovery call bookings in Calendly and analytics across ActiveCampaign, Close, and Slack. Create and update leads, tag prospects, and notify sales when invitee created so you can log booked calls, route next steps, and keep follow-up on track without manual activity logging.
How this automation logs booked discovery calls
When an invitee booking happens and call details are not captured, pipeline and follow-up get delayed. This automation captures booking data in Calendly, updates and tags the lead, logs the activity, and alerts your sales channelβso your team can act fast.
Calendlyor swap with your favorite app
2.Finds contact by email
Integrate ActiveCampaign and CRM contact tools to search by email and pass contact details for lead updates.
ActiveCampaignor swap with your favorite app
3.Applies discovery call tag
Integrate ActiveCampaign and CRM tag tools to add the Discovery Call Booked tag to the matched contact.
4.Formats call date and time
Integrate Formatter by Zapier and data mapping tools to format scheduled start time for activity notes.
Formatter by Zapieror swap with your favorite app
5.Finds or creates lead and logs
Integrate Close and CRM activity tools to find or create the lead and log the discovery call activity.
Closeor swap with your favorite app
6.Sends sales channel message
Integrate Slack and team notification tools to send a private channel alert with call time details.
Slackor swap with your favorite app
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