Automate Your Sales Follow-Up with Calendly & Pipedrive
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Streamline your sales process by automatically creating Pipedrive activities and notifying your team after every Calendly meeting. This workflow ensures timely follow-ups and better lead management.
About This Workflow
This n8n workflow elegantly bridges the gap between your scheduling and CRM, ensuring no lead falls through the cracks. Upon a new Calendly invitee creation, it instantly generates a sales activity in Pipedrive, capturing key details like the event type, invitee name, and scheduled time. It then intelligently calculates a follow-up time, adding a 15-minute buffer after the meeting ends. Finally, it sends a targeted Slack message to the assigned sales rep, prompting them to record their notes and complete the follow-up task.
Key Features
- Automated CRM Activity Creation: Instantly log meetings as activities in Pipedrive, keeping your CRM up-to-date.
- Intelligent Follow-Up Reminders: Schedule automated prompts for sales reps to add meeting notes, ensuring timely engagement.
- Seamless Scheduling Integration: Triggers directly from new Calendly bookings, reducing manual entry.
- Real-time Team Communication: Notify sales reps via Slack, keeping them informed and accountable.
How To Use
- Calendly Trigger: Connect your Calendly account and select the
invitee.createdevent to trigger the workflow. Ensure your Calendly API credentials are set up. - Pipedrive Node: Configure the Pipedrive node to create an
activity. Dynamically set thesubjectusing the invitee's name and meeting details from the Calendly trigger. Authenticate with your Pipedrive API credentials. - Date & Time Node: Use this node to calculate a follow-up time by adding a buffer (e.g., 15 minutes) to the meeting's
end_time. Name the output property (e.g.,feedback_time). - Wait Node: Set the
resumetospecificTimeand use the calculatedfeedback_timefrom the previous node to pause the workflow until the designated follow-up time. - Slack Node: Configure the Slack node to send a message to the appropriate channel (e.g.,
salesteam) to remind the assigned sales rep about adding their meeting notes. Personalize the message with invitee and meeting details. Authenticate with your Slack credentials.
Apps Used
Workflow JSON
{
"id": "ec960b79-1283-428c-883e-ec441c5cae84",
"name": "Automate Your Sales Follow-Up with Calendly & Pipedrive",
"nodes": 16,
"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: ec960b79-1283...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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