The best time to follow up with a prospect is right after you meet with them. This recipe uses Calendly and SendGrid to automatically send a thank-you email after every meeting, so your follow-up game is always on point — even when your calendar is packed.
What You'll Need
- A Calendly account with scheduled events
- A SendGrid account with a verified sender identity
- Both integrations connected in Pipeworks
The Workflow
Check for recently completed meetings
The agent queries Calendly for events that ended within the last hour. It pulls the invitee name, email address, event type, and the time the meeting took place.
Build a personalized follow-up email
For each completed meeting, the agent drafts a follow-up email using the invitee's name and the meeting type. The message thanks them for their time, recaps the meeting topic, and includes a clear next step — like booking another call or reviewing a proposal.
Send the email via SendGrid
The agent sends the personalized email through SendGrid using your verified sender address. Each email is sent individually so it feels personal, not like a mass blast.
Log what was sent
The agent keeps a record of which invitees received follow-ups, including timestamps and email addresses. This helps you avoid duplicate sends and gives you a trail to reference later.
What Happens
Every person who meets with you gets a timely, professional follow-up without you having to write a single email. It's a small touch that makes a big impression, especially when you're juggling a full calendar.
Create different email templates for different Calendly event types — a discovery call follow-up should read differently than a demo follow-up.