Workflows For Sales And Business Development | Automate Scheduling For High-Performing Teams
Boost your sales and business development with automated scheduling workflows, reminders, and follow-ups. Streamline your pipeline, eliminate no-shows, and close more deals with Cal.com’s flexible infrastructure.
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesSender name
Cal.comMessage template
ReminderAdopté par des entreprises en forte croissance dans le monde entier
How automated workflows power your sales process
Cal.com Workflows let sales teams automate scheduling, reminders, and follow-ups, so you can focus on building relationships instead of chasing meetings.
01
Set up your sales event triggers
02
Choose your automated actions
03
Personalize communication at every touchpoint
Key benefits for sales and business development
Automated workflows give your sales team a competitive edge by saving time, reducing manual work, and keeping deals on track.
Meeting reminder
nowHi, this is a reminder that your sales & business development meeting with Alex is in 30 mins
…01
Eliminate manual scheduling
Bookings
Today
This week
02
Increase meeting attendance rates
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesMessage template
Reminder03
Accelerate your pipeline
Are you joining the sales & business development session on {EVENT_DATE}
Hi {ATTENDEE},
Please confirm if you're still planning to attend by clicking the button below:
{CONFIRM_ATTENDANCE}
This reminder was triggered by a Workflow in Cal.
04
Deliver a consistent, professional experience
Advanced features for sales scheduling automation
Empower your sales and business development teams with features that go beyond basic booking apps.
Multi-channel reminders and confirmations
Automated lead routing
Customizable templates for every sales stage
Seamless CRM and calendar integrations
Self-hosting and API-first flexibility
Real-time analytics and reporting
Découvrez comment les workflows gardent votre planification sur la bonne voie
Découvrez comment Cal.com Workflows simplifie la planification, automatise les rappels et assure le bon déroulement de vos réunions. Voyez des exemples concrets de la façon dont les équipes utilisent les workflows pour réduire les absences et gagner du temps.
Tous vos outils essentiels synchronisés avec vos réunions
Se connecte à Slack, Salesforce et plus de 100 autres outils. Les réservations apparaissent là où votre équipe travaille déjà.
- Google CalendarVérifie les conflits dans chaque calendrier et ajoute la réservation.
- Zoom VideoDonne à chaque réservation son propre lien de réunion.
- SalesforceConsigne la réunion sur le contact et l’envoie au propriétaire.
- HubSpot CRMAjoute les réservations aux contacts et aux affaires.
- SlackAvertit l’équipe dès qu’une réunion est réservée.
- StripeEncaisse le paiement quand le créneau est réservé.
FramerPlace votre page de réservation sur un site Framer.
ElevenLabsDonne aux agents vocaux une voix IA réaliste.
LinearDéfinit votre statut sur Absent du bureau depuis votre calendrier.
Meta PixelMesure les réservations issues de vos campagnes Meta.
UmamiCompte les visites de votre page de réservation, en privé.
WhatsAppRetrouve vos invités sur un chat WhatsApp ou un appel vidéo.
Sales teams can set up automated triggers for meeting bookings, reminders, and follow-ups. Cal.com workflows handle confirmations, reminders, and even post-meeting emails, ensuring every lead receives timely and consistent communication.
Yes. Automated email, SMS, and WhatsApp reminders keep prospects engaged and ensure they show up for scheduled meetings, significantly reducing no-shows.
Absolutely. Cal.com’s advanced routing features let you assign meetings based on custom rules such as region, product line, or availability, ensuring every lead reaches the right rep.
Yes. Cal.com integrates with popular CRMs, Slack, and other sales tools. Meeting data can sync automatically, and you can trigger workflows based on CRM activity.
All messages—including email, SMS, and WhatsApp—are fully customizable. You can use your sales team’s branding, adjust content for various sales stages, and personalize messages with prospect details.
Definitely. Cal.com supports self-hosting for full data control, offers audit logs, and is flexible enough for organizations of any size, meeting both security and compliance requirements.
Yes. Cal.com’s API-first architecture makes it easy to create, update, and manage workflows programmatically, allowing for advanced automation tailored to your sales process. Explore our developer documentation for details.
Ne nous croyez pas sur parole
Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le premier choix pour planifier des réunions.
Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeysur TrustpilotWithout a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballsur Trustpilotmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo meriansur Product HuntAmazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Bensur Product Hunt
I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds sur X(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson sur XThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggarsur Product HuntVery easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixitsur Product Hunt
2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh sur XOne of the best tools for scheduling and my favorite after so many other options tried.
Denissur Product Huntfor the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best sur XJust gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeisur Product Hunt
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Supercharge your sales scheduling with Cal.com workflows
Ready to automate your sales process? Sign up for free, book a live demo, or explore our sales workflow guides to see how Cal.com can accelerate your pipeline.
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