Log Calendly demo bookings in Close with a prep task
When someone books a Calendly demo, finds or creates their lead in Close, notes their answers and adds a prep task for the day before.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1CalendlyNew event triggerStarts when someone books an event with 'demo' in its name.
- 2CloseFind or create leadFinds their lead by email, or creates one.
- 3CloseCreate noteNotes the time and their booking answers.
- 4CloseCreate taskAdds a prep task for the day before.
How it works
What happens on each run, in plain English.
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.
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