1.Invitee created
Integrate Calendly and scheduling tools to detect invitee created events and trigger lead activity logging
Create strategy session activity for booked meetings in CRM
Automatically monitor invitee created events across Calendly and Close. Create and update custom activities when strategy session bookings matchβso you can attach meeting context, assign ownership, and publish records without manual reporting.
How this automation creates CRM meeting context
When invitee created triggers for a booked strategy session, missed activity logging can leave reps without ownership context. This automation filters qualifying bookings and delays for finalized data, then finds the lead, resolves the owner, and creates a custom activityβso your team can use meeting context immediately.
Calendlyor swap with your favorite app
2.Continue for configured meeting types
Integrate Filter by Zapier and workflow rules to continue only for configured meeting types and qualify bookings
Filter by Zapieror swap with your favorite app
3.Pause for booking data to finalize
Integrate Delay by Zapier and timing controls to pause for 3 minutes and stabilize booking fields
Delay by Zapieror swap with your favorite app
4.Find lead by email
Integrate Close and CRM lookup tools to find the lead by email and return a lead identifier
Closeor swap with your favorite app
5.Find owner mapping
Integrate Zapier Tables and user mapping tools to resolve the attendee email to an owner ID
Zapier Tablesor swap with your favorite app
6.Create custom activity on lead
Integrate Close and CRM activity publishing to create a custom activity and attach it to the lead record
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