Calendly Discovery to CRM Process

Calendly integrationsCalendly
Notion integrationsNotion
OpenAI integrationsOpenAI
Slack integrationsSlack
Pipedrive integrationsPipedrive
Airtable integrationsAirtable
Created by
Ivan Escobar
Ivan Escobar
Relay Partner
Globe iconLinkedIn logo
Relay.app screenshot of: Calendly Discovery to CRM Process
Relay.app screenshot of: Calendly Discovery to CRM ProcessRelay.app screenshot of: Calendly Discovery to CRM ProcessRelay.app screenshot of: Calendly Discovery to CRM ProcessRelay.app screenshot of: Calendly Discovery to CRM Process

Steps in this workflow

1
Calendly logo
Event scheduled
2
Google Calendar logo
Find event(s)
3
Google Calendar logo
Add guests to event
4
Relay.app logo
Search Google
5
OpenAI logo
Prompt GPT-4o-mini
6
Relay.app logo
Data transformation
7
Relay.app logo
Create constants
8
Pipedrive logo
Find person when linkedin url is set
9
Pipedrive logo
Find person when linkedin url is found
10
Pipedrive logo
Find deal(s)
No deal found
Deal found
Path rules
11
Relay.app logo
Custom HTTP request
12
Relay.app logo
Wait for a time
13
Relay.app logo
Custom HTTP request
14
Pipedrive logo
Get or add organization
15
Pipedrive logo
Add person
16
Pipedrive logo
Add deal
17
Notion logo
Create meeting in Notion in preparation for call
18
Pipedrive logo
Add note to deal before the call
19
Slack logo
Send message
20
Pipedrive logo
Add activity to deal
21
Airtable logo
Add record to B2B retargeting inputs
22
Relay.app logo
Custom HTTP request

Enrich Calendly data with LinkedIn profile information via Relevance.ai.

1
Calendly logo
Event scheduled
Relay.app screenshot of: Trigger
App Calendly
Trigger Event scheduled
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
smart_displayHow To Set Up A Trigger - Tutorial
2
Google Calendar logo
Find event(s)
Relay.app screenshot of: Step 2: Find event(s)
AppGoogle Calendar
Documentation
descriptionActions 101
3
Google Calendar logo
Add guests to event
Relay.app screenshot of: Step 3: Add guests to event
AppGoogle Calendar
Documentation
descriptionActions 101
4
Relay.app logo
Search Google
Relay.app screenshot of: Step 4: Search Google
Documentation
descriptionActions 101
5
OpenAI logo
Prompt GPT-4o-mini
Relay.app screenshot of: Step 5: Prompt GPT-4o-mini
AppOpenAI
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
6
Relay.app logo
Data transformation
Relay.app screenshot of: Step 6: Data transformation
Documentation
descriptionActions 101
7
Relay.app logo
Create constants
Relay.app screenshot of: Step 7: Create constants
Documentation
descriptionActions 101
8
Pipedrive logo
Find person when linkedin url is set
Relay.app screenshot of: Step 8: Find person when linkedin url is set
AppPipedrive
Documentation
descriptionActions 101
9
Pipedrive logo
Find person when linkedin url is found
Relay.app screenshot of: Step 9: Find person when linkedin url is found
AppPipedrive
Documentation
descriptionActions 101
10
Pipedrive logo
Find deal(s)
Relay.app screenshot of: Step 10: Find deal(s)
AppPipedrive
Documentation
descriptionActions 101
Paths
No deal found
Deal found
This path will be taken when the rules below match.
Relay.app screenshot of: Path: No deal found
Paths make it super easy to create complex, multi-outcome workflows.
Documentation
descriptionFlow control: paths
11
Relay.app logo
Custom HTTP request
Relay.app screenshot of: Step 11: Custom HTTP request
Documentation
descriptionActions 101
12
Relay.app logo
Wait for a time
Relay.app screenshot of: Step 12: Wait for a time
Documentation
descriptionActions 101
13
Relay.app logo
Custom HTTP request
Relay.app screenshot of: Step 13: Custom HTTP request
Documentation
descriptionActions 101
14
Pipedrive logo
Get or add organization
Relay.app screenshot of: Step 14: Get or add organization
AppPipedrive
Documentation
descriptionActions 101
15
Pipedrive logo
Add person
Relay.app screenshot of: Step 15: Add person
AppPipedrive
Documentation
descriptionActions 101
16
Pipedrive logo
Add deal
Relay.app screenshot of: Step 16: Add deal
AppPipedrive
Documentation
descriptionActions 101
17
Notion logo
Create meeting in Notion in preparation for call
Relay.app screenshot of: Step 17: Create meeting in Notion in preparation for call
AppNotion
Documentation
descriptionActions 101
18
Pipedrive logo
Add note to deal before the call
Relay.app screenshot of: Step 18: Add note to deal before the call
AppPipedrive
Documentation
descriptionActions 101
19
Slack logo
Send message
Relay.app screenshot of: Step 19: Send message
AppSlack
Documentation
descriptionActions 101
20
Pipedrive logo
Add activity to deal
Relay.app screenshot of: Step 20: Add activity to deal
AppPipedrive
Documentation
descriptionActions 101
21
Airtable logo
Add record to B2B retargeting inputs
Relay.app screenshot of: Step 21: Add record to B2B retargeting inputs
AppAirtable
Documentation
descriptionActions 101
22
Relay.app logo
Custom HTTP request
Relay.app screenshot of: Step 22: Custom HTTP request
Documentation
descriptionActions 101
Author picture (Ivan Escobar)

I'm an AI Automation Consultant and Relay.app Partner. My company, Enter Over Drive, helps businesses streamline their workflows through business process automations.

My team uses this automation to streamline our process for customer discovery. How it works is we ask customers to enter their LinkedIn Profile. We scrape LinkedIn using an external API, via Relevance ai.

I like that Relay is super friendly to integrate with other tools. It also makes it easy to work with clients via the multiple connections feature.

Ivan Escobar
Relay Partner
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Calendly Discovery to CRM Process