Sales demo prep briefs from Calendly with Lusha enrichment
When a prospect books your sales demo on Calendly, enrich them with Lusha, draft a Gmail prep brief for the rep, and ping them in Slack so they walk in ready.
Integrations
Calendly
Lusha
Gmail
Slack
Type
Categories
- Sales
Build me an agent-based meeting prep workflow that fires on a Calendly webhook whenever a new invitee is created on my sales demo event type (invitee.created on that specific event type).
From the Calendly payload, pull the invitee's name, email, scheduled meeting start time, the assigned rep (the Calendly event owner), and any company name or domain captured in the booking form's question answers.
Enrich the person with Lusha's Enrich Person (Single) using the invitee's email (and name plus company domain as fallback) to get their title, seniority, and direct phone number. Then enrich the company with Lusha's Enrich Company (Single) using the email domain (or the company name from the booking form) to get industry, employee count, annual revenue, and the company's tech stack.
Synthesize a one-page sales demo prep brief covering: (1) Who you're meeting: name, title, seniority, LinkedIn if Lusha returns it. (2) Company snapshot: industry, headcount, revenue band, and a few notable tech stack items. (3) Two or three reasons this account might be a fit (use the firmographics and tech stack to reason about it). (4) Three suggested discovery questions tailored to the prospect's role and their company's tech stack.
Save the brief as a Gmail draft using Create a Draft, addressed To: the assigned rep's email, with a clear subject like 'Demo prep: [Invitee Name] at [Company] — [Meeting Time]'. The rep will review and forward it to themselves before the call.
Also send the assigned rep a short Slack DM via Send a Message saying something like 'Demo coming up in your calendar: [Invitee Name], [Title] at [Company], on [Meeting Time]. Top fit signals: [1-2 bullets].' Keep it to a few lines so it's glance-able on mobile.
If Lusha returns no data for the person AND no data for the company (404 from both enrichment calls), skip drafting the brief and instead send a one-line Slack DM that just says 'Heads up: new demo booked with [Invitee Name] at [Meeting Time]. No enrichment data available, you'll want to do your own research.' Don't create an empty Gmail draft.
Use the Calendly event owner as the assigned rep. If you can't resolve a rep email from the Calendly payload, fall back to sending the draft and DM to me.
What it does
- Watches your sales demo event type on Calendly and fires the moment a new prospect books a meeting.
- Looks up the invitee in Lusha to pull their title, seniority, and direct phone, then enriches their company for industry, headcount, revenue, and tech stack.
- Drafts a one-page prep brief in Gmail addressed to the assigned rep, covering who they are meeting, the company snapshot, why this account could be a fit, and three tailored discovery questions.
- Sends the rep a short Slack DM with the meeting time and the top fit signals so the demo never sneaks up on them.
- Skips the brief gracefully when Lusha returns no data, so you never get an empty draft cluttering your inbox.
What you’ll need
- A Calendly account with the sales demo event type you want to monitor.
- A Lusha account with API access enabled (paid plan) and enough credits for person and company enrichment.
- A Gmail account for the assigned rep so the prep brief lands in their drafts.
- A Slack workspace so the rep gets a heads-up DM before the demo.
How to customize it
- Point it at a different Calendly event type, or run it across every demo event you own.
- Change the tone and structure of the prep brief: switch the discovery questions to qualification questions, add a competitor cheat sheet, or include past meeting notes.
- Route the Gmail draft and Slack DM to a specific rep based on territory, company size, or round-robin instead of a single owner.
Use cases
- Meeting Workflows
- Lead Enrichment
- Notifications & Alerts
