Automate Your Sales Pipeline with Calendly and Humantic AI to Notion Integration
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Streamline your sales process by automatically enriching leads from Calendly with personality insights from Humantic AI and storing them in Notion. This integration empowers your sales team with data-driven understanding for more effective outreach.
About This Workflow
This workflow automates the crucial step of understanding your leads better. When a new event is created in Calendly, the integration triggers a call to Humantic AI to analyze the lead's personality based on their provided information. The detailed personality analysis, including OCEAN and DISC frameworks, is then captured. Subsequently, another call to Humantic AI retrieves a specific user ID. Finally, all this rich data, including the lead's name and a comprehensive personality summary, is automatically logged into your Notion database. This allows your sales team to quickly grasp key personality traits and tailor their communication for maximum impact, leading to more successful conversions.
Key Features
- Automated Lead Enrichment: Instantly gather valuable personality insights for every new lead.
- Seamless Integration: Connects Calendly, Humantic AI, and Notion effortlessly.
- Data-Driven Personalization: Equip your sales team with the information needed for highly targeted outreach.
- Centralized Lead Information: All lead data and personality analyses are consolidated in Notion for easy access.
How To Use
- Set up the Calendly Trigger: Configure the Calendly node to listen for 'invitee.created' events.
- Initial Humantic AI Call: Use the first Humantic AI node to process the initial data from Calendly (e.g., using
{{$json["payload"]["questions_and_responses"]["1_response"]}}as theuserId). - Second Humantic AI Call: The second Humantic AI node (Humantic AI1) is set up to perform a 'get' operation, likely using a user ID extracted from the previous step (e.g.,
{{$json["results"]["userid"]}}). - Notion Integration: Configure the Notion node to create a new database page. Map the lead's
display_nameto the 'Name' property in Notion. Populate the 'Block Values' with the generated personality summary, drawing data from both OCEAN and DISC analyses ({{$json["personality_analysis"]["summary"]["ocean"]["description"]}},{{$json["personality_analysis"]["summary"]["disc"]["description"]}}, and specific assessment levels and scores).
Apps Used
Workflow JSON
{
"id": "4f6cb692-6bee-47fd-b83b-4a33fd72f16a",
"name": "Automate Your Sales Pipeline with Calendly and Humantic AI to Notion Integration",
"nodes": 27,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 4f6cb692-6bee...
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