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.
Uses
Calendly
Close
Log Calendly demo bookings in Close with a prep task
CalendlyWhen a new event is scheduled. Save it as booking.When a new event is scheduled. Save it as booking.Find or create the leadFind or create the lead for booking.invitee_email. Save it as lead.
Contact name: booking.invitee_nameCloseNote with the booking answersCreate note on lead lead. Save it as booking_note.
Contact: lead.contact_idDemo booked through Calendly by booking.invitee_name (booking.invitee_email) for booking.start_display.
Their booking answers:
booking.answers_textClose
Day before the demoGet the date 1 day before booking.start_time and save it as prep_due_date.Task for the lead's owner to prepareCreate task on lead lead. Save it as prep_task.Close