1.Detect invitee created (booking event)
Integrate Calendly and scheduling workflows to detect invitee created booking events and start lead data entry.
Update booked lead record and notify assigned closer
Automatically monitor invitee bookings across Calendly and CRM tools. Automatically update lead records and notify your sales channel when qualifying bookings are createdβso you can update statuses, enrich contact fields, and alert the right setter without manual follow-up.
How this automation updates booked call leads
When invitee created booking events hit your calendar, delays can leave leads unassigned and status outdated. This automation filters qualifying bookings and formats contact details, updates your Close lead record, and notifies your sales channelβso your team can act fast.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and automation rules to continue only for qualifying booking event types.
Filter by Zapieror swap with your favorite app
3.Normalizes booking contact details
Integrate Formatter by Zapier and data formatting tools to extract email, format phone to E.164, and standardize appointment time.
Formatter by Zapieror swap with your favorite app
4.Updates booked lead record
Integrate Close and CRM lead matching to find leads by email or phone and update booked status and timezone.
Closeor swap with your favorite app
5.Posts sales channel alert
Integrate Slack and team notifications to post lead details and a CRM link to your configured sales channel.
Slackor swap with your favorite app
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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
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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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