Never Miss a Beat: Calendly Meeting Automation for Sales Teams
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This workflow automates crucial post-meeting tasks for your sales team. It seamlessly integrates Calendly, Pipedrive, and Slack to ensure every meeting is logged and followed up on, boosting productivity and data accuracy.
About This Workflow
Never let a meeting slip through the cracks again! This powerful n8n workflow revolutionizes your sales or customer success process by automating key actions right after a Calendly meeting is scheduled. When a new meeting is booked, the workflow instantly creates a corresponding activity in Pipedrive, ensuring your CRM is always up-to-date. But it doesn't stop there: 15 minutes after the meeting concludes, a targeted reminder is sent to the assigned team member on Slack, prompting them to add notes and confirm completion. This ensures timely follow-ups, accurate record-keeping, and improved team communication, all without manual intervention.
Key Features
- Automated CRM Logging: Instantly create Pipedrive activities for new Calendly bookings.
- Intelligent Follow-up Reminders: Delivers timed Slack reminders 15 minutes after a meeting concludes.
- Dynamic Data Mapping: Populates Pipedrive activities and Slack messages with precise Calendly event details.
- Seamless Integration: Connects Calendly, Pipedrive, and Slack for a unified workflow.
- Enhanced Team Communication: Ensures sales reps receive timely prompts for post-meeting actions.
How To Use
- Configure Calendly Trigger:
- Add your Calendly API credentials.
- Ensure the "Events" parameter includes
invitee.createdto trigger on new meeting bookings.
- Set up Pipedrive Node:
- Add your Pipedrive API credentials.
- The
Subjectfield is pre-configured with dynamic expressions to pull meeting details from Calendly. - Ensure the
Resourceis set to "activity" andTypeto "call" to log the meeting.
- Configure Date & Time Node:
- This node automatically calculates a time 15 minutes after the Calendly
event.end_time. No further configuration is needed if this delay suits your needs.
- This node automatically calculates a time 15 minutes after the Calendly
- Set up Wait Node:
- This node will automatically pause the workflow until the
feedback_timecalculated by the Date & Time node. No additional configuration is required.
- This node will automatically pause the workflow until the
- Configure Slack Node:
- Add your Slack API credentials.
- Update the
Channelto your preferred sales or team channel (e.g.,salesteam). - The
Textfield is pre-configured with dynamic expressions for meeting details and a note-taking prompt. Remember to adjust the[link]placeholder to your actual note-taking system or CRM.
Apps Used
Workflow JSON
{
"id": "5f9b3305-424b-4a2e-9399-0e9839bb5a89",
"name": "Never Miss a Beat: Calendly Meeting Automation for Sales Teams",
"nodes": 26,
"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: 5f9b3305-424b...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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