1.Catch invitee created booking
Integrate Calendly to catch the new booking and pass attendee details, start time, and meeting join link to the workflow.
Create sales opportunity record from discovery call bookings
Automatically catch invitee Created across Calendly and sync CRM lead and opportunity details. Create and update when invitee created, event type matches, and booking confirmations arriveβso you can assign next steps, upsert call records, and save join links without manual CRM entry.
How this automation creates call-ready CRM records
When invitee bookings land but CRM fields stay empty, call context gets lost and follow-up slows down. This automation catches bookings and filters them, then finds leads and creates or updates leads and opportunitiesβso your team can act right away.
Calendlyor swap with your favorite app
2.Filter by configured event type
Integrate Filter by Zapier to continue only for the configured event type so only qualifying bookings trigger downstream actions.
Filter by Zapieror swap with your favorite app
3.Extract first name from invitee
Integrate Formatter by Zapier and text transform tools to extract a first name from the full invitee name for the CRM record.
Formatter by Zapieror swap with your favorite app
4.Find lead by attendee email
Integrate Close and CRM lookup tools to search for a lead matching attendee email and return a lead id when found.
Closeor swap with your favorite app
5.Create or update lead and opportunity
Integrate Close and CRM record tools to update or create the lead and opportunity, set stage and value, and save join links.
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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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