Qualify Calendly Demo Requests with GP-4 & Route to Saleshandy Sequences with Logs

This n8n template captures every "Request a Demo" booking in Calendly, uses OpenAI to score and qualify leads in real time, routes them into the correct Saleshandy sequence, and logs all data in Google Sheets for full GM visibility. ## Use cases include: - Empowering SDR teams to focus on high-value demos - Providing growth marketers with reliable funnel metrics - Automating triage for B2B AE teams overwhelmed by demo requests ## Good to know - OpenAI GPT-4 calls cost based on token usage—you can expect ~1,200 tokens per lead. - Calendly API rate-limits at 180 requests/min; consider batching if volume spikes. - Google Sheets writes are single-threaded; high-volume users may opt for Airtable or BigQuery. ## How it works **Capture** - Webhook node listens for every new "Request a Demo" form submission in Calendly. **Score** - AI Agent node sends job title, company size, domain quality, and custom questions to OpenAI; returns a 1-10 score plus label (Qualified/Semi-qualified/Unqualified). **Verify meeting** - HTTP Request node confirms via the Calendly API that a slot was actually scheduled. **Route** - Switch node selects the appropriate Saleshandy sequence ID (Qualified, Nurture, Disqualify). **Send** - HTTP Request nodes add each prospect to the chosen Saleshandy sequence. **Log** - Google Sheets nodes write to three tabs (Qualified, Semi-qualified, Unqualified) with lead data, score, routing path, and timestamp. ## Prerequisites - n8n workspace - Accounts & API credentials for: - Calendly - OpenAI (GPT-4 or GPT-3.5) - Google Sheets - Saleshandy ## Step-by-Step Setup **1. Import the n8n template** Upload the JSON file into your n8n workspace. **2. Add Required Credentials** In n8n > Credentials, add: - Calendly: Personal Access Token (PAT) - OpenAI: API Key - Google Sheets: OAuth2 connection - Saleshandy: API Key **3. Calendly Setup** - Go to Calendly Webhook Docs - Create a Routing Form in Calendly. - Generate your access token. - Use Postman or any API client to: - Make a POST request to create a webhook subscription. - Use your n8n webhook URL in the url field. - Add your Authorization token and extract the Organization ID. - Paste the webhook URL into the Calendly Routing Form. **4. Set Your Saleshandy Sequences** In n8n, locate the Set: Sequence IDs node. Replace the placeholder text with: - Your actual Qualified - Semi-qualified - and Unqualified Saleshandy sequence step IDs. **5. Configure Google Sheets** Create a spreadsheet with the following tabs: - Qualified - Semi-qualified - Unqualified In n8n, connect the three Google Sheets nodes to this file. ## Customising this workflow **Adjust scoring logic** - Modify the OpenAI prompt in the AI Agent node to weight ARR, industry, or headcount differently. **Refine thresholds** - Change the Switch node rules for score ranges (e.g., Qualified ≥8, Semi-qualified 5-7). **Swap destinations** - Edit HTTP Request nodes to integrate with your CRM or email platform instead of Saleshandy. **Enhance logging** - Replace Google Sheets with Airtable, BigQuery, or another analytics store. **Add notifications** - Insert Slack or Microsoft Teams nodes after routing to alert reps instantly.

Platform

n8n

Category

Other

Price

Free

Creator

Dhruv from Saleshandy

• set
• code
• wait
• switch
• webhook
• stickyNote
• httpRequest
• googleSheets
• agent
• lmChatOpenAi