1.Detect invitee created
Integrate Calendly and scheduling data tools to detect new bookings and trigger CRM lead intake automatically.
Create CRM lead from new booking and notify team
Automatically monitor new booking invitees across Calendly. Create and update CRM leads and notify your team when invitee created, booking start changes, or intake answers arriveβso you can confirm context, reduce delays, and prevent missed follow-up without manual data entry.
How this automation creates CRM leads from bookings
When invitee created events show up, delays can leave closers without intake context. This automation formats booking date and creates a Close lead and sends a Slack messageβso your team can follow up fast.
Calendlyor swap with your favorite app
2.Format booking call date
Integrate Formatter by Zapier and date tools to map booking start into a formatted call date field.
Formatter by Zapieror swap with your favorite app
3.Create lead in Close
Integrate Close and contact capture tools to create a lead with name, phone, email, intake answers, and stage.
Closeor swap with your favorite app
4.Send channel notification
Integrate Slack and team messaging tools to post lead details and the assigned owner to your team channel.
Slackor swap with your favorite app
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Explore all CRM data entry automations
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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