1.Invitee Created booking payload
Integrate Calendly, meeting data, and booking metadata to extract invitee email, name, phone answers, and scheduled start.
Update CRM lead from booked discovery meeting with details
Automatically receive invitee created bookings across Calendly and Close. Create and update when qualifying meetings are booked or booking notes changeβso you can enrich leads, log CRM activities, and keep reps aligned without manual reporting.
How this automation logs meeting context in your CRM
When a qualifying meeting is booked, manual updates can leave reps without context. This automation enriches and updates CRM leads and creates a published activity recordβso your team can see booking details immediately.
Calendlyor swap with your favorite app
2.Qualifying meeting type filter
Integrate Filter by Zapier, routing rules, and meeting criteria to continue only for qualifying discovery or intake bookings.
Filter by Zapieror swap with your favorite app
3.Find lead by invitee email
Integrate Close, lead lookup, and email matching to find the existing lead and map invitee details for selection.
Closeor swap with your favorite app
4.Update lead with booking fields
Integrate Close, lead custom fields, and stage settings to update scheduled start, timezone, and booking notes on the lead.
5.Create published CRM activity
Integrate Close, CRM activities, and owner assignment to create and publish an activity with meeting start and metadata.
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