1.Captures invitee created event
Integrate Calendly and scheduling data to capture invitee event details for CRM entry.
Create or update lead and opportunity from meeting
Automatically monitor invitee created events across Calendly and Close. Create and update when invitee created, owner lookup results return, or meeting notes appearβso you can create lead records, update opportunities, and log CRM activities without manual data entry.
How this automation creates CRM context from meetings
When invitee created events happen, rep ownership and data entry can fall behind and meetings are harder to follow up on. This automation routes booking context into CRM lead and opportunity records and logs a dated activityβso your team can act fast.
Calendlyor swap with your favorite app
2.Looks up record owner
Integrate Formatter by Zapier and routing rules to lookup an owner identifier from your table.
Formatter by Zapieror swap with your favorite app
3.Selects primary owner
Integrate Code by Zapier and logic helpers to parse lookup results and pick the primary owner.
Code by Zapieror swap with your favorite app
4.Waits for scheduler payloads
Integrate Delay by Zapier and timing controls to pause for one minute before CRM updates.
Delay by Zapieror swap with your favorite app
5.Creates or updates lead and opportunity
Integrate Close and CRM record tools to find or create leads, update opportunities, and log the meeting activity.
Closeor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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