Trigger: New Meeting in Close

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w 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).

Track New Bookings in Close
3. Keep Your Team Informed in Real-Time with Automated Updates
Want your team to stay in the loop when a new lead comes in (without manually sending 50 Slack messages a day)?

You can use Zapier to message your team via Slack, Teams, or other team chat apps.

Note: This Zap is Close-approved! We use Zapier to send a message in a specific Slack channel for our sales team whenever a new lead fills out a form on our website or a previous trial user is reactivated.

What events warrant a message to your team? Well, that’s up to you. Your triggers in Close can be:

New lead
New call
New contact
New incoming or outgoing email
New meeting
New SMS
…and more!
For example, if you want to let your team know that ghana telegram data there’s a new meeting scheduled, you could set up a workflow like this:

Action: Send Channel Message
After configuring your message, you can choose which channel it will go to.

If you want to get fancy, you could also search for a specific user in Slack (e.g., the person assigned to the new lead) and send them a direct message. You can also choose which channel to send the message to based on specific lead details.

Of course, before you go crazy, think about what information is essential for your team to see in real-time. When set up correctly, this workflow will keep your team up-to-date with relevant information about new leads without bombarding them with automated messages.