1.Monitors invitee created bookings
Integrate Calendly and calendar booking triggers to map invitee email, name, phone, and scheduled start to opportunity time.
Create or update CRM leads for booked calls
Automatically capture invitee created bookings across Calendly, Zapier Tables, Formatter by Zapier, Close, and ConvertKit. Create and update when invitee created, meeting scheduled, or booking confirmedβso you can log CRM leads, assign owners, and tag subscribers without manual data entry.
How this automation updates your CRM leads
When booked call details arrive but CRM fields are missing, leads get lost and follow-up slows. This automation captures invitee booking data and finds rep ownership, then creates or updates Close leads and tags ConvertKit subscribersβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Looks up assigned rep by email
Integrate Zapier Tables and contact databases to find the Sales Team record by invitee email and retrieve owner assignment.
Zapier Tablesor swap with your favorite app
3.Formats scheduled start date
Integrate Formatter by Zapier and date formatting tools to convert scheduled start into a readable opportunity date string.
Formatter by Zapieror swap with your favorite app
4.Updates or creates the lead
Integrate Close and CRM lead records to find lead by email, update or create fields, and set status to Call Booked.
Closeor swap with your favorite app
5.Adds tag to subscriber
Integrate ConvertKit (or Kit) and email tagging tools to add a webinar booked tag for campaign segmentation.
Kitor 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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