Which apps do I need to run "Text new enquiries a booking link, then chase once"?

This template uses Airtable, Cal.com and Twilio. Authenticate each one once from your workspace and the workflow is ready to run. There is no glue code to write or maintain.

Can I customize "Text new enquiries a booking link, then chase once"?

Yes. Once the template is in your workspace it is an ordinary workflow: open it in the builder and change any step, schedule, or condition, or add steps of your own.

All workflows

Text new enquiries a booking link, then chase once

Sales & Business Development

Texts each new Airtable enquiry your Cal.com booking link, sends one reminder if they still have not booked, then stops.

Add to Workspace

Browse all workflows

Every hour3 apps7 steps

Apps it connects

Authenticate each one once and the workflow is ready to run.

Airtable

Cal.com

Twilio

What it does

Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.

1AirtableList recordsReads the enquiries not yet marked 'Booked' or 'Reminded', so only people still waiting for a booking are considered.
For each enquiry
1. 2Cal.comList bookingsChecks whether the enquirer's email address already has an upcoming booking before any text is sent.
2. If theirBookings is not empty
  3AirtableUpdate recordMarks the enquiry 'Booked', 'Link sent' or 'Reminded' with today's date, before the matching text goes out.
  Otherwise, if followUpStatus is “Link sent”
  If daysWaited is at least daysToWaitBeforeReminder
  4AirtableUpdate record
  5TwilioSend smsTexts the person your booking link, or a single reminder after the waiting period, each ending with an opt out line.
  Otherwise
  6AirtableUpdate record
  7TwilioSend sms

How it works

What happens on each run, in plain English.

Every hour, the workflow reads the enquiries in your Airtable table, texts anyone new your Cal.com booking link, and, if they still have not booked after the waiting period you choose, sends exactly one reminder. After that it leaves them alone.

Nobody is chased twice. Before anything is sent, Cal.com is asked whether that email address already has an upcoming booking; if so, the enquiry is marked 'Booked' and left alone. Each row is marked 'Link sent' or 'Reminded' before the text goes out, so a failed text is one lost message rather than someone texted every run. An enquiry with no usable mobile number or email address is skipped, counted and left unmarked, so fixing the row is all the next run needs. Every text carries an opt-out line, and bookings are only ever read, never created, moved or cancelled.

Before the first run you need an Airtable table with 'Name', 'Phone', 'Email', 'Follow-up Status' and 'Follow-up Date' columns, a Cal.com booking link and a Twilio number.

airtablecalcomtwiliosmsbookingsfollow upenquiries