1.Monitor invitee created booking
Integrate Calendly and booking capture tools to trigger contact updates from new invitee booking details.
Update CRM contact with booking event details for reps
Automatically capture invitee booking details across Calendly and Close CRM. Update contact records when booking email matches, scheduled time arrives, and intake answers submitβso you can enrich outreach context, avoid missed fields, and save follow-up time without manual data entry.
How this automation updates your contact context
When new bookings come in, reps can waste time copying scheduled time and intake details into the CRM. This automation uses Calendly to capture booking data, filters and formats inputs, then finds and updates the matching Close contactβso outreach stays complete without manual entry.
Calendlyor swap with your favorite app
2.Filter qualifying booking types
Integrate Filter by Zapier and routing rules to continue only for relevant booking event types.
Filter by Zapieror swap with your favorite app
3.Format submitted phone
Integrate Formatter by Zapier and phone formatting tools to normalize the submitted phone for CRM updates.
Formatter by Zapieror swap with your favorite app
4.Find contact by booking email
Integrate Close and CRM lookup tools to search contacts by booking email and select the first match.
Closeor swap with your favorite app
5.Update contact with meeting details
Integrate Close and CRM field mapping to write scheduled time, intake answers, and the formatted phone to the contact.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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