1.Detect invitee created booking webhook
Integrate Calendly and CRM event tools to watch for invitee created bookings and trigger CRM updates.
Update CRM deal and subscribe contact after booking
Automatically detect invitee created booking webhooks across Calendly and Close and ClickSend SMS. Create and update when bookings trigger lead matching, opportunity updates, and SMS confirmationsβso you can eliminate manual data entry, follow-up, and status chasing.
How this automation updates your booked lead records
When invitee created booking webhook events fire, delays can break CRM accuracy and disrupt follow-up timing. This automation finds or updates leads, updates opportunities, and sends booking confirmationsβso your team can act fast with clean CRM data.
Calendlyor swap with your favorite app
2.Find lead by email or phone
Integrate Close and CRM lead matching tools to find an existing lead by email or phone or mark for creation.
Closeor swap with your favorite app
3.Wait 10 minutes after booking
Integrate Delay by Zapier and workflow timing tools to wait 10 minutes before updating lead and opportunity records.
Delay by Zapieror swap with your favorite app
4.Update lead with booked status
Integrate Close and CRM field mapping tools to update the booked status and append a short booking note.
5.Update opportunity for booked call
Integrate Close and opportunity management tools to set booked discovery status and assign the opportunity owner.
6.Send SMS booking confirmation
Integrate ClickSend SMS and messaging templates to send a booking confirmation SMS from your configured sender identity.
ClickSend SMSor 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
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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