Turn bookings into relationships — automatically. When someone schedules via Calendly, this workflow fires instantly: creates or updates the contact in your CRM (HubSpot/Salesforce), routes them to the right pipeline based on event type (Discovery Call → deal, Demo → qualified pipeline), sends a personalized confirmation email with calendar invite, and after 24 hours sends a follow-up with relevant resources. The sales team gets a Slack notification with booking details and a direct link to the CRM record. Optional Twilio SMS reminder 1 hour before the meeting reduces no-shows.
Calendly webhook fires on new booking
Routes by event type: Discovery → deal, Demo → pipeline
Sends personalized confirmation email with calendar invite
24h wait → sends resources email. Optional SMS 1h before meeting
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