1.Captures invitee booking payload
Integrate Calendly and lead capture tools to capture the invitee name, email, scheduled start time, and Q and A answers to lead note.
Add strategy meeting bookings to CRM as leads
Automatically capture strategy meeting invitee creations across Calendly. Create and update CRM leads when bookings are created, timing is flagged, or meeting types matchβso you can create records, set the strategy meeting stage, and save invitee Q and A notes without manual data entry.
How this automation turns bookings into CRM leads
When invitee bookings arrive in Calendly, delayed CRM entry can slow outreach and waste sales momentum. This automation captures booking details, evaluates timing and meeting type, and creates or updates Close leads with the strategy meeting stage and invitee answersβso your team can respond faster.
Calendlyor swap with your favorite app
2.Creates timing flag from start time
Integrate Formatter by Zapier and date and time tools to compare scheduled start to now and to output a timing flag for follow-up.
Formatter by Zapieror swap with your favorite app
3.Filters to qualifying meetings
Integrate Filter by Zapier and meeting rules to continue only for configured meeting types and qualifying booking records.
Filter by Zapieror swap with your favorite app
4.Finds and creates or updates leads
Integrate Close and CRM workflows to find a lead by email, then create or update contact fields, stage, and lead notes.
Closeor swap with your favorite app
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