1.Monitor invitee created bookings
Integrate Calendly and scheduling tools to detect new bookings and trigger lead enrichment for opportunity setup.
Create and assign CRM opportunity from booked appointment
Automatically monitor invitee created events across Calendly and Close. Create and update when qualifying booking types happen or lead matches are found or opportunities are readyβso you can qualify appointments, create opportunities, and set expected close dates without manual CRM data entry.
How this automation accelerates your opportunity follow-up
When invitee created bookings hit your scheduling workflow, delays and missed context can slow down sales outreach. This automation filters and enriches booking details and then creates or updates a Close opportunity with the right owner and expected close dateβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Filters by qualifying booking type
Integrate Filter by Zapier and workflow rules to continue only for qualifying appointment types and reduce noise in CRM entry.
Filter by Zapieror swap with your favorite app
3.Delays to allow scheduling data to settle
Integrate Delay by Zapier and scheduling tools to pause for one minute before searching CRM records.
Delay by Zapieror swap with your favorite app
4.Searches for a lead by email
Integrate Close and CRM data to search leads by email and return the lead id for the booking.
Closeor swap with your favorite app
5.Formats expected close date and owner
Integrate Formatter by Zapier and date formatting tools to derive an owner name and format the scheduled start.
Formatter by Zapieror swap with your favorite app
6.Creates or updates an opportunity
Integrate Close and opportunity tracking to create or update an opportunity with lead, owner, expected close date, and booking source.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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