1.Monitors invitee creation
Integrate Calendly and scheduling tools to detect new invitee records to trigger lead attribution updates.
Update CRM lead from new booking with source
Automatically monitor new invitee creation across Calendly and Close. Create and update CRM lead details when invitee created for configured events or qualifying booking types or campaign channel data is availableβso you can enrich lead source, update last contacted, and capture booking notes without manual data entry.
How this automation updates your lead attribution
When new invitee records land in Calendly, delays can leave reps without accurate booking attribution and activity history. This automation filters bookings, waits briefly, finds the matching lead, and updates lead source and booking notesβso your team can act immediately.
Calendlyor swap with your favorite app
2.Filters qualifying booking types
Integrate Filter by Zapier and automation tools to gate processing based on qualifying booking types to reduce irrelevant updates.
Filter by Zapieror swap with your favorite app
3.Waits 3 minutes for processing
Integrate Delay by Zapier and webhook timing controls to pause briefly to allow related systems to finish processing.
Delay by Zapieror swap with your favorite app
4.Finds matching lead
Integrate Close and CRM search tools to look up a lead by invitee email to return the correct lead record.
Closeor swap with your favorite app
5.Updates lead source and activity
Integrate Close and CRM fields tools to update lead source, last contacted, and booking notes to keep attribution current.
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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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