1.Detect invitee created
Integrate Calendly and calendar booking tools to detect invitee created events and enter the workflow for qualifying data.
Create lead and opportunity from intro booking for reps
Automatically detect invitee creations across Calendly and filter for qualifying intro bookings in Zapier. Create and update when lead matches or creates, log call records, and schedule opportunitiesβso you can reduce manual data entry, speed up follow-up, and keep CRM context current without spreadsheets.
How this automation turns intro bookings into CRM-ready context
When invitee created triggers for qualifying intro bookings, delays can leave leads untracked and follow-up unclear. This automation formats booking details, finds or creates leads, logs call records, and creates opportunitiesβso your team can respond with complete CRM context.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and workflow rules to evaluate event type and host, so only qualifying bookings continue.
Filter by Zapieror swap with your favorite app
3.Formats scheduled start time
Integrate Formatter by Zapier and datetime tools to format scheduled start time into a usable datetime for CRM notes.
Formatter by Zapieror swap with your favorite app
4.Finds or creates lead
Integrate Close and lead databases to match by email, or create a new lead when no match is found.
Closeor swap with your favorite app
5.Creates linked call record
Integrate Close and call logging tools to create a call record linked to the lead with phone and booking notes.
6.Creates linked opportunity
Integrate Close and opportunity tracking to create an opportunity for the lead with opportunity date and configured status and owner.
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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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