1.Monitor invitee created
Integrate Calendly and scheduling details to capture invitee email, name, scheduled time, and reschedule or cancel links.
Create CRM lead record for booked calls
Automatically monitor Calendly invitee creations across ConvertKit (Kit), Facebook Conversions, Zapier Tables, and Close. Create and update CRM leads when bookings happenβso you can tag subscribers, track schedule conversions, and route the right owner without manual CRM data entry.
How this automation updates your booked-call leads
When booked-call invitees appear and owner assignment needs accuracy, manual entry slows follow-up and risks misrouting. This automation captures booking details, tags and tracks conversions, resolves the right owner, and creates or updates CRM leads automatically.
Calendlyor swap with your favorite app
2.Add booking tag
Integrate ConvertKit (Kit) and subscriber tagging tools to add the booking tag and send the invitee into the booked-call sequence.
Kitor swap with your favorite app
3.Send schedule conversion event
Integrate Facebook Conversions and server-side event payloads to send a Schedule event mapped to the attendee email and name.
Facebook Conversionsor swap with your favorite app
4.Find record for owner
Integrate Zapier Tables and lookup tables to find an owner by attendee email and output the owner ID for assignment.
Zapier Tablesor swap with your favorite app
5.Update or create CRM lead
Integrate Close and CRM lead fields to find by email, update or create the lead, set Call Booked status, and record booking notes.
Closeor 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
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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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