1.Monitors invitee created events
Integrate Calendly and scheduling triggers to capture invitee and event payload data for new booking events.
Update lead record when a meeting is scheduled
Automatically monitor invitee created booking events across Calendly and Zapier, then match appointment context into Close lead records. Create and update when meeting scheduled, invitee email provided, or organizer name includedβso you can find leads, update fields, and brief reps without manual CRM entry.
How this automation updates your appointment context
When a new booking event appears, missing context can slow outreach and cause reps to scramble for details. This automation captures invitee payloads, finds the right lead in Close, and updates scheduled meeting fieldsβso your team can act with accurate appointment context.
Calendlyor swap with your favorite app
2.Filters meeting types
Integrate Filter by Zapier and routing rules to continue only for configured sales meeting categories.
Filter by Zapieror swap with your favorite app
3.Delays to finalize payload
Integrate Delay by Zapier and timing controls to wait three minutes before proceeding with lead lookup.
Delay by Zapieror swap with your favorite app
4.Finds matching lead by email
Integrate Close and CRM lookup tools to find the first matching lead record using the invitee email.
Closeor swap with your favorite app
5.Updates lead with meeting details
Integrate Close and CRM field mapping tools to update configured lead fields with booking and organizer context.
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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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