1.Captures invitee cancellation
Integrate Calendly and scheduling data to capture invitee email, cancellation flag, start time, and reason for CRM lookups.
Update lead and post cancellation to team channel
Automatically capture invitee cancellations across Calendly and Close. Create and update when invitee cancellations, reschedules, or cancellation reasons changeβso you can update lead status, adjust opportunity stage, and alert the sales channel without manual follow-up.
How this automation protects your pipeline accuracy
When invitees cancel or reschedule, stale CRM stages can misroute follow-up and hurt conversion. This automation captures cancellation signals, formats the original appointment time, finds and updates lead records, and posts alerts to your sales channelβso you can act fast.
Calendlyor swap with your favorite app
2.Formats scheduled start time
Integrate Formatter by Zapier and date formatting tools to convert scheduled start time into a readable time string for alerts.
Formatter by Zapieror swap with your favorite app
3.Finds lead by invitee email
Integrate Close and CRM search tools to look up the lead and opportunity references using the invitee email.
Closeor swap with your favorite app
4.Updates lead and opportunity status
Integrate Close and CRM record tools to update lead status and opportunity stage based on cancellation versus reschedule.
5.Sends sales channel message
Integrate Slack and sales notifications to post lead details, cancellation reason, and formatted original appointment time to the channel.
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
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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