1.Invitee created
Integrate Calendly and scheduling data to detect invitee created and start lead matching.
Create lead, opportunity and records from scheduled call
Automatically create lead and contact matches across Close and map details into SmartSuite. Format booking summaries and post alerts when invitee created, invitee email captured, or scheduled call bookedβso you can create leads, create opportunities, and update workspace records without manual data entry.
How this automation creates complete CRM records
When invitee created, leads and opportunities can stay incomplete and reps and marketing ops lose context. This automation searches or creates lead and contact records and creates opportunities and workspace recordsβso your team can update CRM data fast.
Calendlyor swap with your favorite app
2.Search lead by email
Integrate Close and CRM workflows to search existing leads and set the match key for scheduling.
Closeor swap with your favorite app
3.Create or update lead and contact
Integrate Close and contact management tools to create or update the lead and contact details.
4.Create opportunity linked to lead
Integrate Close and opportunity pipelines to create an opportunity tied to the matched lead.
5.Create or update workspace records
Integrate SmartSuite and workspace databases to create or update opportunity, account, and interaction records.
SmartSuiteor swap with your favorite app
6.Format booking date
Integrate Formatter by Zapier and date formatting tools to convert the scheduled time into a readable date.
Formatter by Zapieror 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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