1.Monitor invitee creation
Integrate Calendly to detect invitee created events and start the lead and opportunity workflow from booked calls.
Create CRM lead and opportunity from booked calls
Automatically monitor Calendly invitee creation and route across CRM and scheduling tools. Create and update when booking details land in your stackβso you can create CRM leads, create opportunities, and notify reps without manual data entry.
How this automation converts booked calls into CRM leads and opportunities
When invitee created events come in from Calendly, delays can cause missed follow-up and stale pipeline data. This automation converts booking details and creates CRM lead and opportunity recordsβso you can prepare reps before the call.
Calendlyor swap with your favorite app
2.Finds routing and owner record
Integrate Zapier Tables and routing rules to find the scheduled event record and determine meeting type owner and routing.
Zapier Tablesor swap with your favorite app
3.Converts meeting times to ISO
Integrate AI by Zapier and time format tools to convert invitee start time and timezone into Converted Time and Converted DateTime.
AI by Zapieror swap with your favorite app
4.Finds or creates lead and opportunity
Integrate Close and intake mapping to search by invitee email, create a lead if needed, and create or update an opportunity.
Closeor swap with your favorite app
5.Creates calendar event record
Integrate Airtable and calendar logging tools to create a Calendar Events row for reporting and link it to the lead.
Airtableor swap with your favorite app
6.Posts team message for the booking
Integrate Slack and CRM links to post Converted Time, lead details, assigned owner, and the CRM lead record link.
Slackor swap with your favorite app
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Step 1
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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