2) Calendly Booking → Contact + Deal → Pre-Call Brief → SMS Reminder
Auto-create CRM contact and deal, assemble research brief, send SMS reminder, and notify AE in Slack.
Goal
Auto-create contact and opportunity, assemble research, remind the prospect.
Trigger
Calendly → Invitee Created
Modules
- HubSpot → Create/Update Contact
- HubSpot → Create Deal (pipeline: Sales, stage: Discovery)
- Google Custom Search or Clay → Company snapshot
- Twilio → Send SMS (or Resend/Gmail)
- Slack → Notify AE
Step-by-Step
- Map invitee email to contact.
- Create deal with value placeholder and owner.
- Pull company facts for pre-call doc (industry, size, recent news).
- Send SMS reminder 2 hours before meeting.
- Notify AE in Slack with a one-pager summary.
Templates
SMS: Looking forward to our call at {{time}}. Here is the Zoom link: {{link}}. Reply if you need to reschedule.
Implementation Support
Want us to wire this into your stack and tune it for conversion? We’ll implement and document it end to end.