1.Detect invitee created
Integrate Calendly, scheduling tools, and event workflows to catch invitee created bookings for lead capture.
Create lead and send appointment notifications to reps
Automatically detect invitee created events across Calendly and CRM tools. Send confirmation messages, create and update leads, and assign follow-up tasks when bookings occurβso you can protect pipeline speed and reduce manual follow-up.
How this automation protects your lead follow-up
When invitee created happens, delayed data entry breaks follow-up timing and leads slip through the cracks. This automation finds the right advisor, creates or updates CRM leads, and sends confirmation messagesβso your team can move fast on every booking.
Calendlyor swap with your favorite app
2.Look up advisor owner
Integrate Zapier Tables and CRM data to find the advisor record and return the assigned owner for task routing.
Zapier Tablesor swap with your favorite app
3.Format appointment datetime
Integrate Formatter by Zapier and scheduling tools to transform scheduled start into formatted local date and local time.
Formatter by Zapieror swap with your favorite app
4.Find or create CRM lead
Integrate Close and CRM data to search by contact email, update lead status, and add appointment notes or create a new lead.
Closeor swap with your favorite app
5.Create follow-up task
Integrate Close and task management tools to create an advisor assigned follow-up task with the due date and appointment context.
6.Ensure CRM contact
Integrate Superchat and contact data to search by phone or email, create a contact if missing, and map contact fields.
Superchator 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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