1.Use invitee booking payload
Integrate Calendly and booking data to map attendee email and meeting start to activity timing fields.
Create scheduled call activity in your CRM from bookings
Automatically monitor invitee created bookings across Calendly and Close. Create and update when booking attendee email matches or host email maps or event type resolvesβso you can find leads, assign owners, and log scheduled call activities without manual CRM activity logging.
How this automation logs scheduled call context in your CRM
When invitee created bookings happen, missed context can delay follow-up and disrupt scheduling. This automation maps attendee details, finds or creates leads and owners, and creates scheduled-call activitiesβso your team can act with accurate timing.
Calendlyor swap with your favorite app
2.Find lead by email or name
Integrate Close and CRM lookups to search leads by email or name and return the matching lead id.
Closeor swap with your favorite app
3.Update or create lead
Integrate Close and contact mapping tools to create a new lead or update an existing one from booking source fields.
4.Find user for ownership
Integrate Close and user lookup tools to find the CRM user by host or owner email for assignment.
5.Create scheduled-call activity
Integrate Close and activity logging tools to create a scheduled-call activity, assign the owner, and set the call subtype from event type.
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