1.Detects invitee cancellation
Integrate Calendly and scheduling data to detect invitee cancellations and start cancellation logging.
Mark canceled meetings and log CRM activity for leads
Automatically monitor meeting cancellations across Calendly and CRM records. Create and update cancellation activities and mark calendar events as canceled when invitees cancelβso you can route follow-up, keep owners informed, and avoid manual logging.
How this automation preserves fast follow-up on cancellations
When invitees cancel and details stay scattered, reps lose context and follow-up slips. This automation extracts event identifiers, finds the matching calendar record and lead, and logs the cancellation activity and updates the calendar statusβso your team can act quickly.
Calendlyor swap with your favorite app
2.Extracts event IDs
Integrate AI by Zapier and event identifiers to extract Scheduled Event URI and Old Invitee URI to create event UUIDs.
AI by Zapieror swap with your favorite app
3.Finds calendar record
Integrate Airtable and record lookup to find the calendar record by event UUID and pull event type, time, and invitee email.
Airtableor swap with your favorite app
4.Finds matching lead
Integrate Close and CRM search to find a lead by invitee email and return the lead id and owner.
Closeor swap with your favorite app
5.Branches by event type
Integrate Paths by Zapier and workflow routing to select the right activity type based on the calendar event details.
Paths by Zapieror swap with your favorite app
6.Creates custom activity
Integrate Close and CRM activity logging to create a custom activity using lead id, event start time, and cancellation notes.
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