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.

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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.

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Last updated October 3, 2026
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How to import this workflow into Zapier

  1. 1Purchase or download the workflow to get the Zap definition and setup guide.
  2. 2In Zapier, create a new Zap and recreate the trigger and action steps listed in the guide.
  3. 3Connect your own app accounts for each step.
  4. 4Test each step with sample data, then publish the Zap.

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