Automate Lead Management from New Calendly Appointments
Streamline your lead management process by automatically filtering and updating lead information in Close when new invitees are created in Calendly.
- Platform
- Zapier
- Category
- CRM - Sales
- Price
- Free
- Creator
- Jordi Faber
- leadManagement
- automation
- calendly
- close
How to import this workflow into Zapier
- 1Purchase or download the workflow to get the Zap definition and setup guide.
- 2In Zapier, create a new Zap and recreate the trigger and action steps listed in the guide.
- 3Connect your own app accounts for each step.
- 4Test each step with sample data, then publish the Zap.
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