1.Monitors invitee created
Integrate Calendly and scheduling triggers to detect invitee created bookings and capture booking payload.
Update CRM when call is booked by prospect
Automatically monitor invitee created bookings across Calendly, Close, and Slack. Create and update when bookings are scheduledβso you can update leads, assign the closer, and log appointments without manual data entry.
How this automation updates your booked-call CRM records
When invitees are created in Calendly, missing or mis-keyed fields can slow follow-up and weaken pipeline accuracy. This automation formats booking details, updates leads and opportunities in Close, and posts Slack notifications and booking logsβso your team can act immediately.
Calendlyor swap with your favorite app
2.Normalizes booking details
Integrate Formatter by Zapier and data transformation tools to normalize attendee email and phone and format booking start time.
Formatter by Zapieror swap with your favorite app
3.Finds lead by email
Integrate Close and CRM lead matching tools to find the lead using the normalized attendee email to route updates.
Closeor swap with your favorite app
4.Updates lead fields
Integrate Close and CRM data mapping tools to update lead fields like email, phone, booking type, and next appointment time.
5.Updates opportunity details
Integrate Close and CRM opportunity tools to update opportunity status, stage, and assigned user from the booking.
6.Sends closer notification
Integrate Slack and team messaging tools to notify the resolved closer in your sales channel with key booking details.
Slackor 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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