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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 Process

Relay.app screenshot of: Calendly Discovery to CRM Process

Relay.app screenshot of: Calendly Discovery to CRM Process

Relay.app screenshot of: Calendly Discovery to CRM Process

Ivan Escobar

Relay Partner

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

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

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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