BI
03

What happened

End-to-end automation.

Activity

1-on-1 Flow: AI agent analyzes lead reasons, sends fit message with call link or webinar redirect. Calendly to Zoom: Auto-registers, creates Pipedrive activity, updates deal with meeting URL. Calendar polling: Fetches scheduled calls, stores in data table, creates activity. WhatsApp reschedule: Auto-cancels meetings when leads choose to reschedule.

Output

4 end-to-end automation workflows deployed. AI-powered qualification live. Calendly-Zoom-Pipedrive integrated. Data capture automated. Calendar sync operational.

Outcome

Faster, more accurate follow-up. Webinar handling seamless. Sales team has clear call visibility. Calendar conflicts resolved automatically.

Impact

Eliminates manual workload across lead management, webinar coordination, calendar management. AI-driven routing improves conversion. CRM hygiene gives leadership real-time pipeline visibility.