1.Catch invitee created
Integrate Calendly, scheduling platforms, and contact capture tools to start the workflow when invitee created.
Create CRM lead and opportunity from booked call
Automatically capture invitee-created booking data across Calendly, Delay by Zapier, Formatter by Zapier, Close, and Slack. Create and update CRM leads, generate opportunities, and notify sales when invitee created, meeting booked, or event start capturedβso you can eliminate manual data entry.
How this automation creates CRM leads and opportunities for booked calls
When invitee details arrive from scheduling, delays can leave leads unrecorded and opportunities untracked. This automation maps booking data to Close to update leads and create opportunities and then notifies your sales channelβso your team can act on intent fast.
Calendlyor swap with your favorite app
2.Delay for one minute
Integrate Delay by Zapier, workflow timing tools, and scheduling data buffering to pause briefly before CRM lookups.
Delay by Zapieror swap with your favorite app
3.Format invitee name and date
Integrate Formatter by Zapier, date formatting tools, and enrichment utilities to split name and format the scheduled start.
Formatter by Zapieror swap with your favorite app
4.Find or create lead
Integrate Close, CRM lead tools, and data mapping to match by email and create or update the lead.
Closeor swap with your favorite app
5.Create opportunity for call
Integrate Close, CRM opportunity tools, and pricing defaults to create an opportunity with scheduled date and value.
6.Post booking to sales channel
Integrate Slack, messaging tools, and sales channel workflows to notify reps with key booking fields.
Slackor 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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