1.Detect invitee created booking
Integrate Calendly and scheduling tools to detect booking events so your team can act on new meeting intent.
Create CRM deal and email follow-up after booking
Automatically monitor invitee created bookings across Calendly and Slack and Pipedrive and Google Drive and Gmail. Create and update when meeting booked, invitee created, or booking details submittedβso you can create deals, log calls, and send follow-ups without manual data entry.
How this automation creates deal follow-ups after every booking
When invitees book meetings, delays can stall deal creation and follow-up timing. This automation posts a sales notification, creates Pipedrive records and activities, and sends a tailored follow-up email with the right pitch deckβso your team can respond at the moment intent happens.
Calendlyor swap with your favorite app
2.Send channel booking alert
Integrate Slack and messaging tools to post a sales channel notification with invitee and meeting context.
Slackor swap with your favorite app
3.Create organization and contact
Integrate Pipedrive and CRM data tools to create the organization and contact, linking them by source fields.
Pipedriveor swap with your favorite app
4.Create deal and call activity
Integrate Pipedrive and CRM pipeline tools to create the deal and schedule a call activity at the booking time.
5.Find matching pitch deck PDF
Integrate Google Drive and file search tools to locate the configured pitch deck PDF in the presentations folder.
Google Driveor swap with your favorite app
6.Send tailored follow-up email
Integrate Gmail and email tools to send a follow-up message, attach the pitch deck, and set the sender owner.
Gmailor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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