1.Monitors invitee canceled reschedules
Integrate Calendly and webhook listeners to capture invitee and reschedule payloads for lead matching.
Add reschedule note to CRM and alert team channel
Automatically monitor invitee canceled events across Calendly and Close and Slack. Post alerts when reschedule payload arrives, reschedule time changes, or webhook indicates a new start timeβso you can triage owners, update lead notes, and keep CRM dates accurate without manual triage.
How this automation protects your reschedule follow-up
When invitees cancel and reschedule details arrive late, owners miss the new start time and follow-up stalls. This automation captures reschedule webhooks and routes them into a filtered lead lookup, Slack alerts, and CRM note and field updatesβso your team can respond fast.
Calendlyor swap with your favorite app
2.Filters to qualifying reschedules
Integrate Filter by Zapier and validation rules to continue only when the event is a reschedule for configured session types.
Filter by Zapieror swap with your favorite app
3.Finds the lead by email
Integrate Close and CRM search tools to look up the lead record using the invitee email.
Closeor swap with your favorite app
4.Posts reschedule alert in channel
Integrate Slack and team notification workflows to post a concise message with times, owners, and the CRM lead link.
Slackor swap with your favorite app
5.Creates note and updates lead
Integrate Close and CRM record updates to create a lead note and update the formatted reschedule date field.
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