Brief sales on every new booking
When someone books a Calendly meeting, adds new people to HubSpot and tells the sales channel who is coming and whether they are new.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1CalendlyNew event triggerStarts when a meeting is booked.
- 2HubSpotFind contactsLooks the invitee up by email.
If
known.totalis 0- 3HubSpotCreate contactAdds a new person to HubSpot.
- 4SlackSend messageTells sales who is meeting you and when.
Otherwise
- 5SlackSend message
- 3
How it works
What happens on each run, in plain English.
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.
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