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Question

Calendly -> Close; Booked meeting-> Opportunity Update

  • 7 June 2023
  • 3 replies
  • 44 views
A

I try to do the following:
1. When someone books a meeting in Calendly-> if the person is in Close database→ Update/Create an Opportunity “Booked a call”
2. When someone books a meeting in Calendly ->If the person is not in Close database → Create lead → Update/Create an Opportunity “Booked a call”
3. If someone is already with Opportunity “Booked a call” → don’t do anything

My current Zap setups is 
Invitee Created in Calendly → (Action) Find Lead in Close / Create Close Lead if it doesn’t exist yet? Yes/ → Create Opportunity in Close

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Alex - OD 

Please clarify what your question is.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A

Hi Troy

My question is how to modify my zap so it can do the things I need it to do:

1. When someone books a meeting in Calendly-> if the person is in Close database→ Update/Create an Opportunity “Booked a call”
2. When someone books a meeting in Calendly ->If the person is not in Close database → Create lead → Update/Create an Opportunity “Booked a call”
3. If someone is already with Opportunity “Booked a call” → don’t do anything

Thanks!

Troy Tessalone
Userlevel 7
Badge +14

@Alex - OD 

Try these Zap steps:

  1. Trigger: Calendly - Invitee Created
  2. Action: Close - Find/Create Lead
  3. Action: Close - Find/Create Opportunity
  4. Action: Filter
    1. If Opportunity was Created in Step 3
    2. OR
    3. If Opportunity was Found in Step 3 and Stage = Booked a Call
  5. Action: Close - Update Opportunity

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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