Calendly automates lead management and cross-team customer feedback routing with Zapier
Calendly leads were getting lost in the volume of customer support tickets and going without proper sales nurturing, while customer feedback was siloed across teams and tools causing mistakes and a poor customer experience.
Zapier automation collectively saves Calendly 10+ hours every week; the Sales team follows up on leads more quickly, increasing response and conversion rates; and customer satisfaction improved by routing feedback to the right people.
Frequently asked questions
What did this team achieve with this AI workflow?
Zapier automation collectively saves Calendly 10+ hours every week; the Sales team follows up on leads more quickly, increasing response and conversion rates; and customer satisfaction improved by routing feedback to…
What tools did this team use?
Zapier, Zendesk, Salesforce, Airtable, Gmail.
What results were reported?
Time saved per week: 10+ hours every week; Lead response and conversion rates: increasing both response and conversion rates; Customer satisfaction: Customer satisfaction improved (source-reported, not independently verified).
How is this lead processing AI workflow structured?
Lead ticket moves to specific view → Salesforce update and sales alert → Customer feedback routed to Product team → Right people receive right messages.