1.Detect new invitee created
Integrate Calendly and booking event data to capture invitee details and scheduled start time for downstream CRM actions.
Create CRM lead and enroll booked call attendees
Automatically monitor Calendly invitee creation across Calendly, LeadConnector, Close, Kit, and Slack. Create and update when qualifying bookings landβso you can create contacts, open booked-call opportunities, and enroll attendees without manual CRM data entry.
How this automation creates booked-call-ready leads
When new bookings come in without structured CRM updates, booked-call outreach slips and leads get missed. This automation monitors invitee creation and filters qualifying events, then adds contacts and opportunities, enrolls pre-call sequences, and notifies your teamβso your pipeline stays current.
Calendlyor swap with your favorite app
2.Filter qualifying bookings
Integrate Filter by Zapier to continue only for qualifying booked-call events based on your configured event types or pools.
Filter by Zapieror swap with your favorite app
3.Add or update contact
Integrate LeadConnector and CRM contact matching to add or update a contact and map intake answers to contact fields.
LeadConnectoror swap with your favorite app
4.Create booked-call opportunity
Integrate Close and opportunity management to create a lead and open an opportunity with the booked-call stage and appointment time.
Closeor swap with your favorite app
5.Tag and subscribe attendee
Integrate Kit and email sequence tools to tag the contact as booked-call and enroll them in the pre-call email sequence.
Kitor swap with your favorite app
6.Post booking summary
Integrate Slack and team notifications to post attendee name, scheduled start time, and a link to the CRM lead record.
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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