1.Monitors invitee created events
Integrate Calendly, scheduling tools, and lead databases to detect invitee created bookings and start the lead lookup to centralize your quote intake.
Update CRM and create proposal after meeting booking
Automatically monitor invitee created events across Calendly and Close. Create and update when proposal drafts link to opportunities so you can schedule consults, save lead details, and generate proposals without manual paperwork.
How this automation generates proposal drafts
When invitee creation triggers new bookings that require quoting, delays can stall consult scheduling. This automation finds leads, updates opportunity consult stages, and creates PandaDoc proposal draftsβso your team can quote faster without manual follow-up.
Calendlyor swap with your favorite app
2.Finds lead by email
Integrate Close, CRM lookups, and contact records to map invitee email to find the matching lead and opportunity record.
Closeor swap with your favorite app
3.Updates lead and opportunity
Integrate Close, CRM fields, and opportunity stages to update meeting date, consult stage, and contact company details.
4.Splits display name into parts
Integrate Formatter by Zapier and text transformation tools to split the invitee display name into first and last for document placeholders.
Formatter by Zapieror swap with your favorite app
5.Creates proposal draft from template
Integrate PandaDoc and document templates to generate a draft document with mapped fields and CC event guest emails.
PandaDocor swap with your favorite app
6.Updates opportunity with document link
Integrate Close, CRM updates, and URL fields to save the generated document URL and set the consult stage status/value.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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