1.Detect invitee created
Integrate Calendly and scheduling data to trigger on invitee creation and map invitee email and name to search fields.
Pause prospect sequence and update opportunity on booking
Automatically monitor invitee creation across Calendly and Close. Pause active outreach sequences and update opportunity ownership and status when new bookings arrive, so you can confirm meetings, stop outdated outreach, and keep CRM stages accurate without manual outreach tracking.
How this automation pauses outreach and updates your opportunity
When Calendly invitee created is not reflected in your CRM, reps can keep sending messages after a booking. This automation maps the invitee to a lead, pauses sequence subscriptions, and updates opportunity and lead ownershipβso your team can align outreach with each scheduled meeting.
Calendlyor swap with your favorite app
2.Find lead and contact
Integrate Close and CRM lookup tools to search by invitee email and return lead and contact IDs.
Closeor swap with your favorite app
3.Pause sequence subscription
Integrate Close and sequence management tools to pause active sequence subscriptions tied to the lead ID.
4.Update opportunity and lead
Integrate Close and CRM update tools to update opportunity owner and status and set lead custom owner fields.
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Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
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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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