Create a one-off meeting in Calendly when a new contact is created in Brevo
Launch this workflow to connect
Brevo &
Calendly
!
■Overview
Are you manually generating Calendly scheduling URLs to reach out to new contacts acquired through Brevo? This process is not only time-consuming but can also lead to missed follow-ups and configuration errors. With this workflow, you can automate everything from adding a contact to Brevo to creating a one-off meeting in Calendly. By connecting Brevo and Calendly, you can streamline the process from lead generation to appointment scheduling.
■Who Should Use This Template
- Anyone managing contacts in Brevo and scheduling meetings in Calendly separately
- Sales professionals who want to connect Brevo and Calendly to speed up outreach after acquiring leads
- Anyone considering automating the scheduling process as part of their marketing automation strategy
■Benefits of Using This Template
- Automatically create a Calendly meeting when a contact is added to Brevo, reducing the time spent coordinating schedules manually
- Prevent human errors such as sharing incorrect URLs or mismatching contact information with meeting settings, enabling reliable outreach
■Flowbot Workflow
- First, connect Brevo and Calendly to Yoom
- Next, select Brevo as the trigger and set the action to “When a new contact is created”
- Next, set the “Request the person in charge to take action” action in the operation and ask the person in charge to schedule the meeting
- Next, set Calendly’s “Create a one-off meeting” action in the operation and create a meeting based on the information collected
- Finally, set the “Send an email” action in the operation and email the meeting details
※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.
■Customization Options
- When creating a meeting in Calendly, optionally set the URI of the relevant organization and the URI of the person in charge who will host the meeting
■Notes
- Connect both Brevo and Calendly to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- The shortest available trigger interval varies by plan.
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About the apps you use
Brevo
Yoom integrates with Brevo's API without code, automating various tasks using Brevo. For example, it can add user information submitted through Google Forms or Typeform to Brevo contacts, and notify chat tools like Slack or Teams when emails sent via Brevo are opened or clicked.
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Calendly
Yoom allows integration with Calendly's API without any code. It is possible to notify chat tools like Slack, Google Chat, and Teams when an event is scheduled in Calendly's calendar, and automatically register Calendly's event information in Hubspot, Salesforce, Zoho CRM, and others.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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