1.Captures invitee booking details
Integrate Calendly and scheduling tools to capture invitee email, name, scheduled start, and intake answers for notes.
Create triage opportunity from booked intro call in CRM
Automatically capture invitee details from Calendly bookings across Calendly and Close. Create and update CRM leads and triage opportunities when intro bookings are created or booking types match or intake answers arriveβso you can log call notes, assign follow-up dates, and avoid manual CRM data entry.
How this automation creates triage-ready opportunities
When Calendly invitees are created, missed or delayed CRM updates can slow first-touch follow-up. This automation captures booking details, filters qualifying intro sessions, formats the start time, and creates CRM records and a contextual call logβso your team can follow up faster.
Calendlyor swap with your favorite app
2.Filters qualifying intro sessions
Integrate Filter by Zapier and workflow rules to continue only for the configured meeting type and the assigned booking owner.
Filter by Zapieror swap with your favorite app
3.Formats the scheduled start
Integrate Formatter by Zapier and date tools to convert the scheduled start into a readable date time for notes.
Formatter by Zapieror swap with your favorite app
4.Creates triage and logs a call
Integrate Close and CRM records tools to find or create the lead, create or update the opportunity, and log a linked call.
Closeor swap with your favorite app
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Step 1
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