Be more prepared for meetings by combining Clearbit and Calendly

Be more prepared for meetings by combining Clearbit and Calendly - Calendly.com

In a perfect world, your sales team members are familiar with everything about the leads they meet, understand their organizations' needs, and know exactly how to create value for them. Yet too often, sales reps go into meetings knowing little about their prospect, and spend much of their time learning during the course of a call.

calendly.com

Zap Template: Step by Step Tutorial

Hi there!

My name's Zach, and I'm going to show you a pre-built Zapier automation to get Clearbit Enriched Calendly meeting reminders in your Slack.

Every time someone books a meeting on your Calendly, you'll receive a Slack notification one day before your meeting. The notification will be enriched by Clearbit so that you know exactly who you're meeting with and you have all of the context of them and their company beforehand.

The Clearbit enriched notification is going to tell me their name, how to get in touch with them on LinkedIn and Twitter as well as a bunch of very valuable background information on the company the person works for, such as their industry, employee count, location, and annual revenue.

This is a pre-built Zap template that anyone can use, just clicking "try this Zap". From there, the template will automatically populate all of the fields in the Zapier automation.

⚡

1. Access the pre-built Zapier Template at: https://zapier.com/shared/c9881cc0d52c7d37bb92559c1bcc33f110f830c0**

So to get started, the first thing we're going to do is have this Zap be triggered by every time there's a new invite created in Calendly.

This is going to basically say, "start this automation every time someone books a meeting on my calendar". You'll simply log in to your Calendly account to accomplish this.

⚡

2. Select Your Calendly Account or Login

Once you do that, you can click "Test trigger". This will pull in information from Calendly on who we're meeting.

⚡

3. Click "Test trigger". This will allow you to pull in information into the Zap for testing.

The next thing we're going to do is send that data into Clearbit's enrichment API.

This will look up the email of who scheduled the meeting using Clearbit's B2B dataset. This gives us back person and the company information.

⚡

4. Next, we will send data to the Clearbit Enrichment API.

Connect your Clearbit account with Zapier using the API. you'll see here that I'm just passing in the email of who booked time with me in Calendly.

⚡

5. Select your Clearbit Enrichment account or login.

You'll see here that I'm just passing in the email of who booked time with me in Calendly.

⚡

6. We will Enrich the email of the person who booked time on our calendar using Clearbit.

Then as an output, I'm going to get a whole bunch of incredibly valuable Clearbit information about who booked that meeting, where they work, and what they work on, in addition to intel on the company itself that I can use to personalize my conversation.

This level of conversational personalization is really powerful and it's going to be a really fun use case here for the Clearbit enrichment API.

⚡

7. Click "Test & Continue" to use real Clearbit data to test your Zap

The next thing we're going to do is do a formatting function here to recalibrate the date and the time. Basically, I'm taking the event's start time from Calendly here, and then I just subtract one day from it.

⚡

8. Next, we'll reformat the Date & Time from our meeting.

This new date can now be used to send me a Slack one day before the actual meeting so I have time to read it and prepare.

⚡

9. Click "Test & Continue" to advance to the next step.

Then we're going to send that information into Slack.

⚡

10. Select your Slack account or login.

You'll be able to send it to either a channel or your own username. I've already gone in and put in a whole bunch of message formatting here.

So this is going to allow you to basically get all of that incredibly valuable metadata on the person's LinkedIn, their company background, and all of that really good Clearbit data, and it's going to just send this directly to you as an Enriched Calendly Meeting bot.

⚡

11. Select your Username from the dropdown to be the Slack recipient.

You can go ahead and test this action and then turn it on!

⚡

12. Click "Continue" to finalize the test!

Now every time someone books a meeting on your Calendly page here, one day before you're actually meeting with them, you'll get a message into your Slack channel here that tells you how to get in touch with them, how to view their LinkedIn profile, when you're meeting, and all of the background on who you're meeting with.

⚡

13. Click "Test & Continue" (note, it will send the test 1 day before your scheduled meeting)

Now every time someone books a meeting on your Calendly page here, one day before you're actually meeting with them, you'll get a message into your Slack channel here that tells you how to get in touch with them, how to view their LinkedIn profile, when you're meeting, and all of the background on who you're meeting with.

⚡

14. Click "Turn on Zap" and your automation is now live!

So this is a really good way to basically stay in the know of who you're meeting with and know everything, all the context before the call, so you can make the most and best use of that time.

Hope this is helpful. Talk to you soon.