1.Captures booking received payload
Integrate Calendly and scheduling tools to capture booking details and metadata, so your team can start CRM entry immediately.
Update CRM and notify closer for booked calls
Automatically monitor booking received events across Calendly, Close, Slack, and Google Sheets. Automatically update CRM appointment fields, alert the assigned closer, and log bookingsβso you can prevent CRM gaps, reduce missed calls, and avoid manual reporting.
How this automation updates your booked-call CRM
When booking received events come in, missed details can leave CRM fields blank and closers uninformed. This automation captures booking payloads and metadata, normalizes fields and updates Close, notifies Slack, and logs rows in Google Sheetsβso your team can confirm every booked call.
Calendlyor swap with your favorite app
2.Normalizes appointment fields
Integrate Formatter by Zapier and data formatting tools to normalize email and phone, so you can standardize appointment datetimes.
Formatter by Zapieror swap with your favorite app
3.Updates lead and opportunity
Integrate Close and CRM workflows to find a lead by email and update appointment datetime and opportunity stage.
Closeor swap with your favorite app
4.Notifies assigned closer
Integrate Slack and messaging tools to post an appointment summary to the assigned closer, so you can notify without delay.
Slackor swap with your favorite app
5.Logs booking row for reporting
Integrate Google Sheets and reporting systems to add a booking row with key fields, so you can track history.
Google Sheetsor 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
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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