1.Receives invitee created booking payload
Integrate Calendly and calendar payload data to capture the invitee booking details you can use downstream.
Create and update CRM lead for booked upsell calls
Automatically monitor invitee creations across Calendly and analytics tools. Get instant lead updates when invitee email matches or no lead match happens or booking payload arrivesβso you can update CRM leads, create booking activities, and notify the sales channel without manual lead entry.
How this automation creates and updates upsell leads
When an upsell call booking lands in a scheduling tool, sales teams face delays in recording lead details and assigning ownership. This automation receives the booking payload, formats meeting data, and creates or updates CRM leads, activities, attribution, and sales notificationsβso your team can act fast.
Calendlyor swap with your favorite app
2.Formats meeting date and time
Integrate Formatter by Zapier and date parsing tools to convert scheduled event start into readable meeting timestamps.
Formatter by Zapieror swap with your favorite app
3.Finds or creates the CRM lead
Integrate Close and CRM search to locate a lead by invitee email and create or update it with source tracking.
Closeor swap with your favorite app
4.Creates custom activity and assigns owner
Integrate Close and activity logging to create a booking activity, add the join URL, and assign the lead owner.
5.Creates marketing attribution record
Integrate Airtable and spreadsheet records to save tracking fields, invitee details, event info, and the assigned consultant.
Airtableor swap with your favorite app
6.Posts booking alert to sales channel
Integrate Slack and team messaging to post invitee name, event name, meeting date, and assigned consultant instantly.
Slackor swap with your favorite app
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