1.Monitor invitee payload on booking
Integrate Calendly to capture invitee payload and qualification signals for creating CRM lead and booking notes.
Create sales lead and booking note for calls
Automatically capture invitee created details across Calendly, Close, Airtable, and Slack. Post rep notifications and create sales records when call bookings are confirmed, booking links appear, or meeting times are setβso you can eliminate manual CRM entry and follow-up paperwork.
How this automation captures calls into CRM
When invitee created bookings happen, missed details can stall lead handoff and waste rep time. This automation captures call metadata, formats note-ready date and time, and updates your CRM and master Airtable recordβso your team can book calls faster.
Calendlyor swap with your favorite app
2.Format call date and time
Integrate Formatter by Zapier to map scheduled start into formatted call date and time for clean notes and messages.
Formatter by Zapieror swap with your favorite app
3.Find or create lead and owner
Integrate Close to find or create a lead by email with name fallback, then set owner and initial pipeline status.
Closeor swap with your favorite app
4.Add booking note and opportunity
Integrate Close to attach a booking note and create or update the opportunity with the call booked stage and owner.
5.Create or update booking record
Integrate Airtable to match by email and update the master record with formatted call fields and booked status.
Airtableor swap with your favorite app
6.Notify assigned rep in Slack
Integrate Slack to find the rep by owner email and post a message with prospect name, call date and meeting link.
Slackor 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
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Step 2
Define the trigger
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Step 3
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