1.Detect invitee created bookings
Integrate Calendly to detect new invitee created bookings for lead capture and follow-up timing.
Send pre-call reminders and capture invitee in CRM
Automatically monitor Calendly invitee creation across CRM and outreach tools. Create or update leads and send pre-call SMS and email remindersβso you can give attendees context without manual follow-up.
How this automation creates timely CRM leads
When new bookings happen, reps can lose context and attendees can join without preparation. This automation parses invite details, filters eligible sessions, delays outreach, and sends both SMS and email remindersβso your team can reach leads at the right time.
Calendlyor swap with your favorite app
2.Parses invitee fields
Integrate Formatter by Zapier and data mapping to parse and normalize contact fields for CRM updates.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying bookings
Integrate Filter by Zapier and event routing rules to continue only for configured event types and hosts.
Filter by Zapieror swap with your favorite app
4.Delays reminder one day
Integrate Delay by Zapier and scheduling logic to delay outreach until the appointment timestamp minus one day.
Delay by Zapieror swap with your favorite app
5.Creates lead and sends SMS
Integrate Close and CRM contact records to find or create the lead and send an SMS with meeting details.
Closeor swap with your favorite app
6.Sends reminder email
Integrate Gmail and email templates to send the reminder email with appointment time and join link.
Gmailor swap with your favorite app
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