When someone books a Calendly meeting, adds new people to HubSpot and tells the sales channel who is coming and whether they are new.
Uses
Calendly
HubSpot
Slack
Brief sales on every new booking
booking.When a new event is scheduled. Save it as booking.booking.invitee_email. Save it as known.HubSpotknown.total is 0If known.total is 0Yes
booking.invitee_email. Save it as added.HubSpotnew_lead_note.:new: New lead booked: booking.invitee_name (booking.invitee_email) on booking.start_display. Added to HubSpot.SlackNo
existing_note.:calendar: booking.invitee_name from known.results[0].properties.company booked booking.start_display. Already in HubSpot.Slack