1.Captures invitee created payload
Integrate Calendly to capture invitee payload details, including name, email, phone, and booking answers, for CRM data entry.
Create CRM lead and opportunity from scheduled call
Automatically watch Calendly invitee created events across Calendly and Close. Create a CRM lead and linked opportunity when scheduled event booked, invitee details captured, or booking answers submittedβso you can capture contact fields, set booked status, and assign ownership without manual data entry.
How this automation creates CRM leads and opportunities
When invitee creation happens, follow-up details can get delayed and sales arrives unprepared. This automation captures invitee data, creates leads, and generates linked opportunities in Closeβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Creates CRM lead in Close
Integrate Close to map invitee fields to a new lead, including booking notes, for lead creation and follow-up context.
Closeor swap with your favorite app
3.Creates linked opportunity in Close
Integrate Close to create a linked opportunity from the new lead, set booked status, and assign ownership for sales coverage.
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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 3
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