1.Detect invitee created
Integrate Calendly to catch invitee created events and pass scheduling details into the workflow.
Update CRM lead and add triage booking activity
Automatically monitor Calendly Invitee Created across CRM tools. Create and update when invitee bookings are created or changedβso you can update leads and opportunities, set triage stages, and log booking context without manual data entry.
How this automation updates CRM lead triage context
When invitee records get scheduled but CRM details are not captured, reps lose booking context and triage slows down. This automation finds leads by email, updates lead and opportunity records, and logs one custom triage activityβso your team can triage faster.
Calendlyor swap with your favorite app
2.Find lead by email
Integrate Close to match invitee emails to leads and continue only for qualifying records.
Closeor swap with your favorite app
3.Update lead and opportunity
Integrate Close to update lead fields, set the triage opportunity stage, and map scheduled times.
4.Create custom triage activity
Integrate Close to log a custom booking activity with start time, created time, source label, and intake notes.
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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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