1.Captures invitee booking details
Integrate Calendly to capture invitee name and email, scheduled start, host, and questionnaire data to trigger lead creation.
Create sales lead and job card from booking
Automatically convert bookings from Calendly invitees across Google Sheets, Trello, and Slack. Create and update when invitee created, invitee email provided, or attachments uploadedβso you can assign leads, create job cards, and notify recruiters without manual follow-up.
How this automation accelerates recruiter meeting prep
When new bookings arrive and nothing updates your sales workflow, leads stall and recruiters may miss key prep details. This automation captures invitee details, updates your PR master record, creates Trello job cards, and notifies the assigned recruiterβso your team can prep faster.
Calendlyor swap with your favorite app
2.Looks up matching PR master row
Integrate Google Sheets to find a PR master row by invitee email or full name match and return the row id.
Google Sheetsor swap with your favorite app
3.Updates PR master assignment fields
Integrate Google Sheets to map invitee fields, set status to assigned, set the assigned owner, and clear reschedule flags.
4.Creates Trello job card and links
Integrate Trello to find the salesperson list, create a card with questionnaire text, and attach uploads or resume links.
Trelloor swap with your favorite app
5.DMs recruiter with job card link
Integrate Slack to send a direct message with client name, scheduled start, and the job card link for recruiter prep.
Slackor swap with your favorite app
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Step 1
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Step 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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