1.Captures invitee created payload
Integrate Calendly and scheduling triggers to capture booking details and map booking fields to source contact data.
Send follow-up email when a call is booked
Automatically monitor invitee created events across Calendly and Close. Create and update when bookings qualifyβso you can send follow-up emails, log outreach activities, and link leads to context without manual follow-up. Automatically monitor invitee created events across Calendly and Close.
How this automation accelerates your follow-up outreach
When an invitee is created in Calendly, reps can lose call context and miss timely follow-ups. This automation delays, filters, finds matching leads, and sends templated follow-up emails and creates outreach activitiesβso your team can respond right after booking.
Calendlyor swap with your favorite app
2.Delays 14 minutes before lookup
Integrate Delay by Zapier and workflow timing tools to wait 14 minutes before querying the CRM for the right lead.
Delay by Zapieror swap with your favorite app
3.Filters qualifying bookings
Integrate Filter by Zapier and routing rules to continue only for configured hosts or qualifying meetings.
Filter by Zapieror swap with your favorite app
4.Finds matching lead by email
Integrate Close and contact matching tools to search by email, map contact fields, and return the matching lead.
Closeor swap with your favorite app
5.Creates outreach email and activity
Integrate Close and outreach templates to select a post-booking template, set outbox status, and create an activity.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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