CalendlyTrigger Automate

This workflow is ideal for:

• Sales Teams: Professionals who need to manage client interactions effectively and ensure follow-ups after meetings.
• Customer Success Managers: Individuals responsible for maintaining client relationships and ensuring satisfaction post-meeting.
• Team Leaders: Managers who want to automate communication and task assignments related to meetings.
• Businesses using Calendly and Pipedrive: Organizations that rely on scheduling tools and CRM systems to streamline their operations.

This workflow addresses the challenge of managing follow-ups after client meetings. It automates the process of:

• Creating a call activity in Pipedrive immediately after a meeting is scheduled through Calendly.
• Sending timely reminders and requests for notes to team members via Slack, ensuring that important feedback is collected and documented efficiently.
• Reducing manual effort and ensuring that no follow-up tasks are overlooked.

1. Calendly Trigger: The workflow starts when a new invitee is created in Calendly, specifically when a meeting is scheduled.
2. Date & Time Node: It calculates a feedback time that is 15 minutes after the meeting ends, allowing team members to prepare for follow-up tasks.
3. Pipedrive Node: A new call activity is created in Pipedrive with details such as the subject of the call, which includes the invitee's name and meeting time. This ensures that all interactions are logged in the CRM.
4. Wait Node: The workflow then waits until the calculated feedback time.
5. Slack Notification: After the wait period, a message is sent to the sales team on Slack, prompting them to document their notes from the meeting and mark the task as complete.