1.Monitors invitee created
Integrate Calendly and CRM data entry tools to detect invitee created events and start qualified lead capture.
Create qualified lead and log booking for sales reps
Automatically monitor invitee created events across Calendly and Close. Create and update CRM records when invitee created, booking group matches, or start time scheduledβso you can create leads, update contact details, and log booking activity without manual data entry.
How this automation creates qualified lead context
When invitee created events happen, reps lose time searching for records and reconstructing booking details. This automation filters qualifying bookings, finds or creates leads, formats activity dates, and logs a linked custom activityβso your team can claim ownership instantly.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and booking filters to continue only for qualifying bookings based on the configured event type or group.
Filter by Zapieror swap with your favorite app
3.Finds or creates lead
Integrate Close and CRM mapping tools to search leads by email, then update or create contact and opportunity fields.
Closeor swap with your favorite app
4.Formats activity date and time
Integrate Formatter by Zapier and date tools to format current date and scheduled start time for activity fields.
Formatter by Zapieror swap with your favorite app
5.Updates contact and logs activity
Integrate Close and activity logging tools to update contact phones and emails, then create a linked custom activity with booking notes.
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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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