Who is this workflow for? Automate your workflow by creating a Pipedrive activity every time a meeting is scheduled through Calendly. Additionally, receive a Slack reminder 15 minutes after the meeting ends to prompt note-taking. This integration streamlines your scheduling and follow-up processes, ensuring you stay organized and efficient..

What does this workflow do?

  • Trigger on Calendly Event Scheduled:
  • The workflow begins when a new event is scheduled via Calendly.
  • Create Activity in Pipedrive:
  • Upon triggering, an activity is automatically created in Pipedrive, logging the meeting details such as date, time, and participants.
  • Wait Until Meeting Ends:
  • The workflow calculates the meeting duration and sets a timer to wait until 15 minutes after the scheduled end time.
  • Send Slack Reminder:
  • Fifteen minutes after the meeting concludes, a message is sent to the designated interviewer in Slack. This reminder prompts them to document their notes and insights from the meeting.
  • Optional Integrations:
  • Additional integrations like HTTP Request, WhatsApp, Google Sheets, Microsoft Excel, and Gmail can be incorporated to extend functionality as needed.

🤖 Why Use This Automation Workflow?

  • Streamlined Task Management: Automatically logs scheduled meetings in Pipedrive, reducing manual data entry.
  • Timely Follow-Ups: Sends reminders to capture insights and notes shortly after meetings, enhancing information retention.
  • Enhanced Productivity: Integrates key tools (Calendly, Pipedrive, Slack) to maintain a seamless workflow without switching platforms.

👨‍💻 Who is This Workflow For?

This workflow is ideal for sales teams, recruiters, and professionals who regularly schedule meetings via Calendly and use Pipedrive for CRM. It benefits individuals who want to ensure consistent follow-ups and maintain organized records without manual intervention.

🎯 Use Cases

  1. Sales Teams: Automatically track client meetings in Pipedrive and receive prompts to update client information post-meeting.
  2. Recruiters: Log candidate interviews in Pipedrive and get reminders to add candidate feedback in Slack.
  3. Consultants: Record consultation sessions in Pipedrive and ensure follow-up notes are documented promptly.

TL;DR

This workflow automates the creation of Pipedrive activities when meetings are scheduled through Calendly and ensures timely follow-ups by reminding interviewers to document their notes in Slack. By integrating Calendly, Pipedrive, and Slack, this automated process enhances efficiency, reduces manual tasks, and helps maintain organized records of your meetings and interactions.

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