1.Captures webinar invitee created
Integrate Calendly and webinar calendar tools to detect webinar invitee created events to trigger triage for booked calls.
Create booked call and CRM opportunity for webinars
Automatically detect invitee Created events across Calendly for webinar bookings. Route Slack triage messages, create or update Close leads and opportunities, and log Notion calls tracker entriesβso you can reduce manual CRM data entry, speed up follow-up, and keep the pipeline accurate without spreadsheets.
How this automation accelerates booked call follow-up
When webinar invitee Created events come in, follow-ups can slip and pipeline records get entered late. This automation filters for the configured webinar, sends Slack triage messages, and writes Close leads and opportunities plus Notion tracker entriesβso your team can act fast and stay consistent.
Calendlyor swap with your favorite app
2.Filters to configured webinar event
Integrate Filter by Zapier and routing rules to continue only for the configured webinar event to ignore non-webinar bookings.
Filter by Zapieror swap with your favorite app
3.Posts triage message to channel
Integrate Slack and team messaging tools to send channel messages to your team channel with invitee and schedule details.
Slackor swap with your favorite app
4.Finds or creates lead and opportunity
Integrate Close and CRM workflows to find or create a lead, update to Booked, and create an opportunity with triage time.
Closeor swap with your favorite app
5.Creates call tracker entry
Integrate Notion and operations tracking to create a database item in your calls tracker for webinar triage.
Notionor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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