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Calendly Calendly

Stop the meeting prep grind. Let Triform handle the before and after of every call.

  • Prepare briefing docs before every meeting.
  • Log meeting activity to your CRM automatically.
  • Send personalized follow-ups instantly.
Talk to an automation expert See example workflows
Meeting PrepLog to CRMSend Follow-upUpdate DealRecruitingDistribute Notes Meeting PrepLog to CRMSend Follow-upUpdate DealRecruitingDistribute Notes

What Triform can do with Calendly

Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.

Sales Meetings

  • Research prospects before the call.
  • Update deal stage upon booking.
  • Send case studies relevant to their industry.

Support Calls

  • Create a ticket in Zendesk.
  • Send troubleshooting guides beforehand.
  • Log call outcome.

Internal

  • Block focus time on other calendars.
  • Create agenda docs in Notion.
  • Remind team members of prep tasks.

What Triform can do with Calendly

Real-world examples of how teams use Triform + Calendly

Workflow 1

Smart Meeting Prep

Trigger New event scheduled
Steps
  • Identify the attendee's company.
  • Scrape recent news and funding data.
  • Summarize past interactions from HubSpot.
  • Email a one-page briefing doc to the host.
Related
Sales HubSpot
Workflow 2

No-Show Management

Trigger Meeting canceled
Steps
  • Check reason provided.
  • If 'reschedule', send new booking link.
  • If 'not interested', update CRM to 'Lost'.
  • Notify the sales rep.
Related
Sales Rep
Workflow 3

Post-Meeting Workflow

Trigger Meeting ends
Steps
  • Wait 15 minutes.
  • Draft a follow-up email based on meeting type.
  • Create a task in Asana to 'Send Proposal'.
  • Log the meeting as 'Completed' in Salesforce.
Related
Asana Salesforce

How Triform connects

1

Connect Calendly

Generate a Personal Access Token in Calendly and provide it to Triform.

2

Map Event Types

Tell Triform which meeting types should trigger which agents.

3

Activate

Turn on your agents and watch the admin work disappear.

Who uses Triform with Calendly

Essential for sales teams, recruiters, and consultants.

Roles

Account Executives Recruiters Customer Success

Teams

Sales HR Success

Why Triform for Calendly?

Contextual Prep

Agents can research your guest and prepare you for the call.

CRM Hygiene

Never forget to log a meeting or update a stage again.

Cross-Calendar Sync

Sync availability across personal and professional calendars intelligently.

FAQ

Does it work with round-robin events?

Yes, Triform can detect the assigned host and notify the correct person.

Can it reschedule meetings?

Triform can send rescheduling links, but it cannot directly modify the calendar event yet.

Is it secure?

Yes, we use secure API tokens and only access the data you permit.

Tell us what you want to automate

Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.

Talk to an automation expert