1.Detect invitee created new booking
Integrate Calendly to detect new booking invites and to trigger lead data entry workflows.
Update CRM lead, log session, and alert sales channel
Automatically detect invitee created new bookings across Calendly and Close and Slack and Kit and Google Sheets. Create or update booked lead records, log session activity, and alert the sales channel so you can avoid manual CRM data entry.
How this automation logs sessions and protects lead accuracy
When invitee created new booking events happen, leads can go stale and reps miss timing. This automation finds the owner, creates or updates the lead, logs the booking activity, and notifies salesβso your team can act on each session fast.
Calendlyor swap with your favorite app
2.Find owner record
Integrate Zapier Tables and data mapping tools to return the owner ID for the booking so you can update CRM ownership.
Zapier Tablesor swap with your favorite app
3.Find or create lead and update
Integrate Close and CRM mapping tools to create or update the lead status and source fields by attendee email.
Closeor swap with your favorite app
4.Create custom activity on lead
Integrate Close to add a logged activity with booking timestamps and owner ID for the booked session.
5.Post channel message
Integrate Slack to send a formatted sales channel message with session type and start time for faster coordination.
Slackor swap with your favorite app
6.Tag subscriber for nurture
Integrate Kit (email) and email list tools to tag the attendee for nurture after the booking is captured.
Kitor 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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