When someone books a Calendly meeting, adds new people to HubSpot and tells the sales channel who is coming and whether they are new.
Uses
Calendly
HubSpot
Slack
Brief sales on every new booking
Sales shouldn't walk into a call cold. When someone books a Calendly meeting, this looks their email up in HubSpot. A new person is added as a contact, and the sales channel in Slack is told there's a new lead and when they're booked.
Someone already in HubSpot is not added twice: the note names their company and the booking time instead.
booking.When a new event is scheduled. Save it as booking.booking.invitee_email. Save it as known.HubSpotknown.total is 0If known.total is 0Yes
booking.invitee_email. Save it as added.HubSpotnew_lead_note.:new: New lead booked: booking.invitee_name (booking.invitee_email) on booking.start_display. Added to HubSpot.SlackNo
existing_note.:calendar: booking.invitee_name from known.results[0].properties.company booked booking.start_display. Already in HubSpot.Slack