1.Detect invitee created booking
Integrate Calendly and scheduling data trackers to detect invitee created bookings and capture booking context.
Update booked lead status and log meeting to sheet
Automatically attach booked meetings across Calendly, Formatter by Zapier, Close, and Google Sheets. Create and update when invitee created, meeting scheduled, or scheduled start changesβso you can update lead status, log meeting details, and append ops visibility without manual follow-up.
How this automation updates your lead meeting record
When invitee created happens, missed activity tracking can slow handoffs and create status gaps. This automation formats meeting time, looks up and updates the lead, and logs the meeting in both Close and Google Sheetsβso your team can keep accurate records without manual entry.
Calendlyor swap with your favorite app
2.Formats adjusted meeting time
Integrate Formatter by Zapier and datetime tools to transform scheduled start into an adjusted meeting time.
Formatter by Zapieror swap with your favorite app
3.Find lead by invitee email
Integrate Close and CRM lookup tools to match invitee email to a lead id for the meeting record.
Closeor swap with your favorite app
4.Updates lead meeting fields
Integrate Close and CRM stage management to set meeting date, stage, and owner from the adjusted time.
5.Creates lead note with meeting details
Integrate Close and note tracking to create a lead note with invitee name, email, and meeting time.
6.Appends row to operations worksheet
Integrate Google Sheets and ops reporting to add a row with lead name, owner, adjusted meeting time, and summary.
Google Sheetsor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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