1.Detect invitee created
Integrate Calendly and scheduling events to detect new demo bookings and start lead capture to update CRM records.
Update lead record and send demo communications to reps
Automatically monitor Calendly invitee creations across scheduling and CRM apps. Create and update demo workflows when bookings confirmβso you can update leads, send demo outreach, and share booking status without manual data entry.
How this automation accelerates demo lead handoffs
When demo bookings arrive but CRM entries stay incomplete, reps lose timing and prospects cool off. This automation normalizes booking times, updates lead records, queues demo outreach, logs reporting, and alerts your teamβso your pipeline stays current without manual follow-up.
Calendlyor swap with your favorite app
2.Normalize booking time
Integrate AI by Zapier and timezone tools to map scheduled start to a formatted start time for consistent CRM and outreach placeholders.
AI by Zapieror swap with your favorite app
3.Find or create lead
Integrate Close and CRM fields to match by invitee email and update lead status and start time in your lead record.
Closeor swap with your favorite app
4.Queue demo outreach
Integrate Close and messaging templates to create an outgoing email and optionally SMS, using mapped placeholders and timing.
5.Add reporting row
Integrate Google Sheets and reporting systems to append a row with invitee details, formatted start time, and event reference for tracking.
Google Sheetsor swap with your favorite app
6.Post booking to team
Integrate Slack and team notifications to send a channel message with event details and assigned owner so reps see it instantly.
Slackor 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
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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