Calendly to Pipedrive and Slack with Delayed Follow-up
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Automates meeting scheduling, CRM logging, and follow-up for notes.
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About This Workflow
Overview
This workflow triggers when a new invitee is created in Calendly. It logs the meeting in Pipedrive, sets a reminder to collect notes after the meeting ends, and notifies the assignee on Slack to submit their notes.
Key Features
- Trigger on new Calendly invitees.
- Create activities in Pipedrive.
- Schedule a delayed Slack message for note submission.
- Utilize date and time calculations for scheduling.
How To Use
- Configure the Calendly trigger with your Calendly API credentials and select the 'invitee.created' event.
- Set up the Pipedrive node with your Pipedrive API credentials to create activities.
- Configure the Date & Time node to calculate the feedback time based on the meeting end time.
- Set up the Slack node to send a message to the 'salesteam' channel, prompting the assignee for notes.
- Configure the Wait node to resume execution at the calculated feedback time.
- Ensure all credentials are correctly set up.
Apps Used
Workflow JSON
{
"id": "58bfa461-4bff-4f2e-81fa-59eb719010f4",
"name": "Calendly to Pipedrive and Slack with Delayed Follow-up",
"nodes": 0,
"category": "CRM & Communication Automation",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 58bfa461-4bff...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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