BI
04
The 4 Workflows
Prospect to pipeline.
1. AI lead qualification & routing. 2. Calendly-Zoom-Pipedrive sync. 3. Call data capture. 4. WhatsApp reschedule handling.
01
1-on-1 Flow — AI analyzes lead reason, sends fit message with pre-booked call or webinar redirect.
02
Calendly → Zoom — Auto-registers, creates activity, updates deal with unique meeting URL.
03
Call Capture — Fetches scheduled calls, stores in data table, creates Pipedrive activity.
04
Reschedule — WhatsApp trigger auto-cancels pre-booked meetings, keeps calendars clean.