1.Monitors invitee created
Integrate Calendly and scheduling tools to trigger on invitee created and capture invitee details and event metadata.
Update sales opportunity and lead after call booking
Automatically monitor invitee created events across Calendly and Close. Create and update when invitee email matches a lead, proposal call events are booked, or event types match configured rulesβso you can update lead status, set opportunity confidence, and refresh opportunity stages without manual CRM entry.
How this automation updates your pipeline readiness
When invitee created events land from scheduling, missed CRM updates can leave sales without the right stage or confidence. This automation captures scheduling details, filters event types, and updates lead and opportunity recordsβso your team can prep for meetings without chasing info.
Calendlyor swap with your favorite app
2.Filters qualifying event types
Integrate Filter by Zapier and routing rules to continue only for configured scheduling event types.
Filter by Zapieror swap with your favorite app
3.Finds or creates lead by email
Integrate Close and CRM contact lookup to search for a user by invitee email and create a new lead when needed.
Closeor swap with your favorite app
4.Updates lead and opportunity
Integrate Close and CRM opportunity management to update lead status and opportunity stage, confidence, and owner reference.
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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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