1.Captures booking created details
Integrate Cal.com and booking systems to capture attendee contact fields, booking start time, owner name, and booking notes.
Update lead record when demo is booked
Automatically capture booking details from Cal.com across CRM workflows in Close. Create and update when bookings are created, attendee email matches a lead, or demo notes are added so you can update stages, assign owners, and create pre call tasks without manual CRM data entry.
How this automation updates CRM records for booked demos
When booking details sit unentered after a demo is booked, pipeline stages, owners, and follow-up can slip. This automation captures booking data in Cal.com, finds the correct lead in Close, updates the lead and opportunity, and creates a pre call taskβso your team can act on time.
Cal.comor swap with your favorite app
2.Finds matching lead
Integrate Close and CRM lookup tools to find the lead by attendee email with a fallback to attendee name.
Closeor swap with your favorite app
3.Updates lead and opportunity
Integrate Close and CRM activity tools to set booked-demo stage, update opportunity owner, and append booking notes.
4.Creates follow-up task
Integrate Close and task automation tools to create a task for the booking owner with a due date from the booking time.
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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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