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Calendly Discovery to CRM Process

Calendly Discovery to CRM Process

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
Ivan Escobar
Ivan Escobar
Relay Partner
Globe iconLinkedIn logo

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

CRM
Calendly integrationsCalendly
Notion integrationsNotion
OpenAI integrationsOpenAI
Slack integrationsSlack
Pipedrive integrationsPipedrive
Airtable integrationsAirtable

Steps in this workflow

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

How it works

Relay.app screenshot of: Trigger
1
Event scheduled
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
Relay.app screenshot of: Step 2: Find event(s)
2
Find event(s)
AppGoogle Calendar
Documentation
descriptionActions 101
Relay.app screenshot of: Step 3: Add guests to event
3
Add guests to event
AppGoogle Calendar
Documentation
descriptionActions 101
Relay.app screenshot of: Step 4: Search Google
4
Search Google
Documentation
descriptionActions 101
Relay.app screenshot of: Step 5: Prompt GPT-4o-mini
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
Relay.app screenshot of: Step 6: Data transformation
6
Data transformation
Documentation
descriptionActions 101
Relay.app screenshot of: Step 7: Create constants
7
Create constants
Documentation
descriptionActions 101
Relay.app screenshot of: Step 8: Find person when linkedin url is set
8
Find person when linkedin url is set
AppPipedrive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 9: Find person when linkedin url is found
9
Find person when linkedin url is found
AppPipedrive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 10: Find deal(s)
10
Find deal(s)
AppPipedrive
Documentation
descriptionActions 101
No deal found
Deal found
Relay.app screenshot of: Path: No deal found
No deal found
Paths let you create sophisticated, multi-outcome workflows with unparalleled ease and flexibility.
Documentation
descriptionFlow control: paths
Relay.app screenshot of: Step 11: Custom HTTP request
11
Custom HTTP request
Documentation
descriptionActions 101
Relay.app screenshot of: Step 12: Wait for a time
12
Wait for a time
Documentation
descriptionActions 101
Relay.app screenshot of: Step 13: Custom HTTP request
13
Custom HTTP request
Documentation
descriptionActions 101
Relay.app screenshot of: Step 14: Get or add organization
14
Get or add organization
AppPipedrive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 15: Add person
15
Add person
AppPipedrive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 16: Add deal
16
Add deal
AppPipedrive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 17: Create meeting in Notion in preparation for call
17
Create meeting in Notion in preparation for call
AppNotion
Documentation
descriptionActions 101
Relay.app screenshot of: Step 18: Add note to deal before the call
18
Add note to deal before the call
AppPipedrive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 19: Send message
19
Send message
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 20: Add activity to deal
20
Add activity to deal
AppPipedrive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 21: Add record to B2B retargeting inputs
21
Add record to B2B retargeting inputs
AppAirtable
Documentation
descriptionActions 101
Relay.app screenshot of: Step 22: Custom HTTP request
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