1.Detect invitee created
Integrate Calendly and scheduling tools to capture new booking details and trigger downstream lead capture.
Create sales lead and notify team for booked calls
Automatically monitor invitee created events across Calendly and team chat in Slack. Create and update booked-call leads and opportunities, and tag contacts in ActiveCampaign—so you can follow up fast without manual CRM data entry.
How this automation logs booked-call leads automatically
When an invitee is created, delays can stall follow-up and pollute CRM records. This automation sends Slack alerts, finds or updates leads and creates opportunities in Close, and tags or adds contacts in ActiveCampaign—so you can respond right away.
Calendlyor swap with your favorite app
2.Sends booked-call alert
Integrate Slack and team chat tools to post a booked-call alert with booking start, timezone, and meeting link.
Slackor swap with your favorite app
3.Finds or creates lead
Integrate Close and CRM data tools to search by invitee email and create a lead when no match is found.
Closeor swap with your favorite app
4.Updates lead booking details
Integrate Close and CRM fields to write booking start, booking timezone, meeting link, and booking timestamp.
5.Creates booked-call opportunity
Integrate Close and sales pipeline tools to create an opportunity, set Call Booked status, and assign the owner.
6.Adds contact to booked list
Integrate ActiveCampaign and marketing list tools to find the contact by email and tag or add to the booked list.
ActiveCampaignor 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
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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