When someone books a Calendly meeting, adds new people to HubSpot and tells the sales channel who is coming and whether they are new.

UsesCalendlyHubSpotSlack

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.

CalendlyCalendlyWhen a new event is scheduled. Save it as booking.When a new event is scheduled. Save it as booking.
HubSpotLook for them in HubSpotFind contacts matching booking.invitee_email. Save it as known.HubSpot
Decisions & LoopsIf known.total is 0If known.total is 0
Yes
HubSpotAdd them to HubSpotCreate the contact booking.invitee_email. Save it as added.HubSpot
SlackTell sales about the new leadSend message to channel. Save it as new_lead_note.:new: New lead booked: booking.invitee_name (booking.invitee_email) on booking.start_display. Added to HubSpot.Slack
No
SlackTell sales about the existing contactSend message to channel. Save it as existing_note.:calendar: booking.invitee_name from known.results[0].properties.company booked booking.start_display. Already in HubSpot.Slack