Create Close leads from Cal.com bookings
A Cal.com + Close agent flow
Someone books a demo on your Cal.com link and, until a rep manually adds them, they exist only as a calendar event. The flow turns that booking into a Close lead before the call. The agent lists bookings with get_bookings for the window you choose, reads the booker's name, email, and the event type they picked, and creates a matching lead in Close with create_lead so the rep opens the meeting with a record already in the pipeline. Cal.com returns bookings when asked rather than notifying Close, so the agent reads on a schedule, and bookings it has already turned into leads are skipped on the next pass.
The flow
get_bookingsLists bookings with optional filters.
create_leadCreates a new lead (company).
Step by step
- Choose the window and the lead shape
Decide which bookings the agent reads, for instance ones created in the last hour for your demo event type, and what a new Close lead should carry: company or contact name, email, and a note with the booking time.
- Read the bookings
The agent calls get_bookings filtered to your window and event type, reading the attendee details and the scheduled start time on each booking.
- Create the lead in Close
For each new booking the agent calls create_lead with the name and a note holding the booking time and event type, then attaches the booker as a contact so the rep can reach them.
- Skip what you've already added
Store each booking UID against the lead it created. On the next run the agent ignores UIDs already processed, so re-reading the window doesn't create a second lead.
Tell your agent
Every 15 minutes, list Cal.com bookings created in the last 15 minutes for the 'Demo' event type. For each one, create a Close lead named after the attendee with a note holding the booking time, and add the attendee's email as a contact. Skip bookings you've already turned into leads.
Setup
This flow needs both servers connected to your agent. Follow each install guide:
Worth knowing
- create_lead makes a lead (a company); the booker's email and name belong on a contact, so the agent follows up with create_contact under the new lead to store who actually booked.
- get_bookings returns rescheduled and cancelled bookings too. Filter on status, or a cancelled demo still creates a lead the rep then has to clean up.
- Cal.com identifies bookings by UID. Use that as the dedupe key rather than the attendee email, since one person can book several times and each should map to its own meeting note.
Questions
- Does a repeat booker create a duplicate lead?
- It can, since create_lead always makes a new lead. If you want one lead per company, have the agent search Close by email first and add a note to the existing lead instead of creating another.
- Can it skip free or internal bookings?
- Yes. Point get_bookings at a specific event type so only your sales-facing link feeds the pipeline, and internal one-on-ones never reach Close.