1.Catches booked call webhook
Integrate Webhooks by Zapier and data mapping tools to receive the booked call payload and capture attendee email, meeting type, and timing.
When booked call details arrive from webhooks, delays can break lead follow-up. This automation receives booking data, waits briefly, finds the matching lead, and creates a custom activity with the correct owner, time, and meeting categoryβso your team can act fast.
Integrate Webhooks by Zapier and data mapping tools to receive the booked call payload and capture attendee email, meeting type, and timing.
Integrate Delay by Zapier and workflow timing tools to pause for 2 minutes so upstream systems finalize lead and contact writes.
Integrate Close and CRM matching tools to search for the attendee by email and return the lead id.
Integrate Filter by Zapier and branching logic tools to evaluate the meeting type and select the right activity category path.
Integrate Close and CRM activity tools to create a custom activity linked to the lead with timestamp, owner, type, and a booking summary note.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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