Trigger: Invitee Created in Calendly

[rifat28dddd]

Trigger: New Entry in Typeform (or whichever form tool you’re using)
Action: Search—Find Lead in Close
Action: Create Lead in Close
From here, you can map the entries in Typeform to your Custom Fields in Close and add the information you want to see in the way you want to see it.

Done with the basics? You can customize this workflow even more to include more advanced steps, such as:

Subscribing new leads from your Typeform into a Workflow in Close
Assigning a user to this new lead
Notifying the team via Slack that a new lead has been added to Close
2. Track New Bookings from Your Scheduling App as New Leads in Close
If your team is focused on booking calls, you probably have Calendly or Oncehub on your site. Or, your sales team may be sending out booking links directly to new prospects.

Want to track new bookings in Close? There’s a Zap for that.

Here’s how you’ll set it up:

Action: Search—Find Lead in Close
Action: Create Lead in Close
Pro Tip: Does your team use SavvyCal to book calls? Then, you can sweden telegram data use our direct integration with Close + SavvyCal; no third-party tools are required. Check out how it works.
With this setup, Zapier will search for an existing lead in Close that matches the new call booked in Calendly. If there is no existing lead, the workflow will automatically create a new one in Close with the entered data.

Want to see the upcoming meeting in Close? No sweat. If you’ve linked your calendar to Close, that meeting will show up automatically (no extra Zaps are necessary).

Track New Bookings from Your Scheduling App as New Leads in Close
When that meeting is coming up, you’ll also see it on the lead page (and you can even join with one click from here.