Automate meeting prep & lead enrichment with Bright Data, Cal.com & Airtable
This workflow makes it easier to prepare for meetings and calls by researching your lead right before the call and creates a high-level meeting prep that is sent to your email. This removes the extra steps needed by t...
Template notes
This workflow makes it easier to prepare for meetings and calls by researching your lead right before the call and creates a high-level meeting prep that is sent to your email. This removes the extra steps needed by teams to learn their leads, research, and prepare for the upcoming calls.
How does it work
This workflow starts when We Capture the webhook from cal.com for new bookings.
Ensure you have a field on the form to collect LinkedIn posts. This can be optional or mandatory depending on your preferences.
When a new event is booked, we will add the leads to an Airtable CRM for appointments and new bookings. This table will contain all the items and items needed to enrich and maintain your CRM.
If the lead has linkedin then we do research on LinkedIn for their content and posts and perform a lead enrichment to get as much info as we can about the leads and create a new meeting prep.
What you need 1. Bright data API 2. Cal.com account/calendar. Other calendars can be used too for this eg calendly, Google Calendar, etc with a few tweaks 3. CRM - This can be anything not just airtable
Setting it up 1. Create/update your calendar to allow collecting users LinkedIn profiles/bios 2. Add a new webhook to and subscribe to the desired events like below 