Log Calendly demo bookings in Close with a prep task

Walk into every demo knowing who you're meeting. When someone books a Calendly demo, this finds their lead in Close by email, or creates one, and notes when the demo is and what they told you when booking.

It also adds a task to prepare, due the day before. The task goes to the owner of the lead's first deal, or to whoever connected Close when there isn't one.

CalendlyWhen a new event is scheduled. Save it as booking.When a new event is scheduled. Save it as booking.

Find or create the leadFind or create the lead for booking.invitee_email. Save it as lead. Contact name: booking.invitee_nameClose

Note with the booking answersCreate note on lead lead. Save it as booking_note. Contact: lead.contact_idDemo booked through Calendly by booking.invitee_name (booking.invitee_email) for booking.start_display. Their booking answers: booking.answers_textClose

Day before the demoGet the date 1 day before booking.start_time and save it as prep_due_date.

Task for the lead's owner to prepareCreate task on lead lead. Save it as prep_task.Close