Personalized iMessage confirmations for Calendly bookings

By General Input

When a prospect books on Calendly, send a warm, CRM-aware iMessage confirmation through Linq that references who they are and logs the touch in HubSpot.

Integrations

  • Calendly
  • Linq
  • HubSpot

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that sends a personalized iMessage confirmation to every prospect who books a meeting on my Calendly, using context from my HubSpot CRM. The goal is to replace Calendly's generic SMS reminder with a warm, on-brand iMessage that references something specific to the prospect, so they feel seen instead of templated.

Trigger: a Calendly webhook on the invitee.created event. On first run, set up the webhook subscription on Calendly so this fires whenever someone books.

When a booking comes in, the agent should:

1. Pull the booking details. Call Get Scheduled Event and Get Event Invitee on Calendly to get the meeting start time, location, event type name, the invitee's name, email, phone number, timezone, and any answers they gave on the booking form.

2. Look up the invitee in HubSpot. Use Search Contacts on HubSpot, filtered by the invitee's email. If a contact is found, also pull useful context fields like company, lifecycle stage, the most recent deal and its stage, and the most recent note on the contact, so the message can reference real history.

3. Draft the confirmation. Write a 2 to 3 sentence iMessage that confirms the meeting time in the invitee's timezone, calls out one specific thing relevant to them (the referenced deal, a prior touchpoint, or a topic they wrote in their Calendly booking form), and ends with "reply here if anything changes." Keep the whole message under 300 characters so iMessage does not split it into multiple bubbles. Tone is warm and human, not corporate. No emojis unless the form answers were playful.

4. Send the message via Linq. Use Create Chat on Linq, with the from field set to my Linq number and the to field set to the invitee's phone number from Calendly. Send the drafted text as the first message in the chat.

5. Log it in HubSpot. Use Create Note on HubSpot to log a note on the matched contact recording that the confirmation iMessage went out, including the meeting time, the event type, and the message that was sent. Associate the note with the contact (and the related deal if there is one).

If no HubSpot contact exists for the invitee's email, skip steps 2's personalization and step 5 entirely. Instead, send a generic but friendly confirmation that still includes their first name, the meeting time in their timezone, the event type, and the same "reply here if anything changes" closing. Do not invent context that is not in HubSpot.

If the invitee did not provide a phone number on the Calendly booking form, do not send anything and just log a note in HubSpot (when the contact exists) saying confirmation was skipped because no phone number was on file.

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