1.Captures new booking payload
Integrate Calendly and CRM intake fields to capture invitee name, email, phone, and answers and map to lead details.
Automatically create lead and opportunity from booked consultations
Automatically capture consultation booking details across Calendly and CRM tools. Post booking summaries, create searchable lead records, and open booked-stage opportunities when new booking created, invitee payload arrives, or booking answers submittedβso you can avoid manual data entry.
How this automation creates booked-stage pipeline from consultations
When a new consultation booking lands, delays can block routing and pipeline creation. This automation captures booking payloads, creates or finds leads, and opens booked-stage opportunities while posting a team summaryβso your team can act fast.
Calendlyor swap with your favorite app
2.Resolves owner and formats time
Integrate Formatter by Zapier and date formatting tools to lookup assigned owner and format the booking start time.
Formatter by Zapieror swap with your favorite app
3.Finds a lead by email
Integrate Close and lead databases to search for an existing lead by invitee email and return the lead ID.
Closeor swap with your favorite app
4.Creates a lead when missing
Integrate Close and CRM record creation to add a new lead with booking notes and intake answers, returning the new lead ID.
5.Creates a booked-stage opportunity
Integrate Close and opportunity tracking to create a BOOKED opportunity, assign the owner, and save formatted booking details.
6.Sends a team booking summary
Integrate Slack and team chat workflows to post a compact booking summary and prompt the setter to claim.
Slackor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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