Auto-booking demos for high-intent leads

The scenario enriches and scores each lead, finds meeting slots, alerts the rep, and emails the lead itself if there's no reply — all logged in a sheet.

  • Leads are enriched and scored automatically
  • Hot leads get demo slots right away
  • The rep is alerted instantly
  • No reply — the lead gets an email, nothing is lost
WebhookCalendly
Set it up for yourselfScriptera

How it works

To get Clearbit notifications in SyncroMSP, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Lead Form Webhook
  2. Then: Normalize Lead Data
  3. Then: Enrich with Clearbit
  4. Then: Calculate Fit Score
  5. Check: High Intent Lead?
  6. If yes: Create HubSpot Contact
  7. Then: Create HubSpot Deal
  8. Then: Get Calendly Event Types
  9. Then: Prepare Availability Params
  10. Then: Get Available Demo Slots
  11. Then: Format Demo Slots
  12. Then: Alert Sales (High Intent)
  13. Then: Wait 10 Minutes
  14. Then: Check Slack Replies
  15. Check: No Response?
  16. If yes: Send Fallback Email
  17. Then: Log to Google Sheets
  18. Starts when: Webhook Response
  19. If no: Alert Sales (Standard)

You can launch this Clearbit + SyncroMSP integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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