Calendly Discovery to CRM Process

Calendly

Notion

Created by

Ivan Escobar

Relay Partner

Relay.app screenshot of: Calendly Discovery to CRM Process

Steps in this workflow

Event scheduled

Find event(s)

Add guests to event

Search Google

Prompt GPT-4o-mini

Data transformation

Create constants

Find person when linkedin url is set

Find person when linkedin url is found

Find deal(s)

No deal found

Deal found

Path rules

Custom HTTP request

Wait for a time

Custom HTTP request

Get or add organization

Add person

Add deal

Create meeting in Notion in preparation for call

Add note to deal before the call

Send message

Add activity to deal

Add record to B2B retargeting inputs

Custom HTTP request

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

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.

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.

Data transformation

Create constants

Find person when linkedin url is set

AppPipedrive

Find person when linkedin url is found

AppPipedrive

Find deal(s)

AppPipedrive

Paths

No deal found

Deal found

This path will be taken when the rules below match.

Paths make it super easy to create complex, multi-outcome workflows.

Custom HTTP request

Wait for a time

Custom HTTP request

Get or add organization

AppPipedrive

Add person

AppPipedrive

Add deal

AppPipedrive

Create meeting in Notion in preparation for call

AppNotion

Add note to deal before the call

AppPipedrive

Send message

AppSlack

Add activity to deal

AppPipedrive

Add record to B2B retargeting inputs

AppAirtable

Custom HTTP request

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