Inbound: Send a Reminder Email if Call is Not Scheduled

This automation assumes that:

  1. You have an inbound lead automation set up

  2. Inbound leads are given a Cal.com/Default/Calendly to schedule a call

Goal:

We want to automatically send one reminder email to the inbound leads who have not scheduled a call

Preparation steps

1

Create a new Contact-level custom property "Call Booked"

2

Amend your inbound automation to explicitly set Call Booked = No

Call Booked is set to true by the Cal.com webhook when the lead schedules the call - therefore we set it to false here:

3

Create a new Contact-level property Reminder sent

Zero Automation

1

Trigger: Based on a schedule

2

Action 1: Find records

Filters:

List = Inbound

Last meeting doesn't exist

Call booked = false

Created at less than 2d ago

Inbound reminder sent = false

3

Action 2: Send email

4

Action 3: Edit record

We set the Reminder sent to false to send only one message

PreviousInbound Lead AutomationNextWebhook from Cal.com

Last updated