Automate Calendly sales meetings with HubSpot, Google, ClickUp and Slack
Ready for 3.0What this workflow does
This workflow has 19 nodes and runs on Calendly events (invitee.created). Along the way it connects ClickUp, Gmail, Slack and Google Sheets and 1 more. It also calls api.hubapi.com over HTTP.
How it runs
Trigger: On Calendly events (invitee.created).
- Format Booking Data (Code): runs custom JavaScript code
- Google Sheets: append
- HubSpot - Search Contact by Email (HTTP Request): calls api.hubapi.com (POST)
- If: checks a condition and branches into true / false
- Update HubSpot Contact (HTTP Request): calls an HTTP API (PATCH)
- Create HubSpot Contact (HTTP Request): calls an HTTP API (POST)
- Set — Contact ID (Edit Fields (Set)): sets 1 field: contactId
- Google Calendar: uses Google Calendar
- HubSpot — Get Owner ID (HTTP Request): calls api.hubapi.com
- HubSpot - Create a Deal (HTTP Request): calls api.hubapi.com (POST)
…plus 8 more steps. See the full node list below.
Services it uses
HTTP calls to: api.hubapi.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (11)
- HTTP Request
n8n-nodes-base.httpRequest - If
n8n-nodes-base.if - Calendly Trigger
n8n-nodes-base.calendlyTrigger - Edit Fields (Set)
n8n-nodes-base.set - ClickUp
n8n-nodes-base.clickUp - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - Google Calendar
n8n-nodes-base.googleCalendar - Wait
n8n-nodes-base.wait
From the author
How it works This workflow automatically manages every new Calendly booking from start to finish. When a prospect books a meeting, it captures all details, syncs everything to HubSpot, creates a prep task for the sales rep, sends confirmation and reminder…