1.Creates booking payload mapping
Integrate Calendly and CRM field mapping tools to map invitee details to contact fields for scheduled-call context.
Update CRM contact when a booking is scheduled
Automatically monitor booking creation payloads across Calendly and Close. Get instant contact updates when invitee created, booking scheduled, or booking details receivedβso you can update records, add booking tags, and create missing contacts without manual CRM updates.
How this automation updates scheduled call context
When an invitee is created in Calendly, delays can leave CRM contacts out of date and reps miss key context. This automation maps booking fields, pauses briefly, and updates or creates Close contactsβso your team can see scheduled-call details instantly.
Calendlyor swap with your favorite app
2.Pauses before CRM updates
Integrate Delay by Zapier and workflow timing tools to delay for 1 minute before updating contact records.
Delay by Zapieror swap with your favorite app
3.Finds or updates contact
Integrate Close and CRM contact records to find by email and phone, update booking context, and add a booking tag.
Closeor swap with your favorite app
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