Workflows for enterprise sales teams

Automate enterprise sales workflows that move deals to close

Coordinate multi stakeholder selling, speed up handoffs, and automate reminders across the entire B2B enterprise sales process.

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Workflow/Enterprise sales teams reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Adopté par des entreprises en forte croissance dans le monde entier

How it works

From first touch to closed won, automate every step

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01

Connect calendars, CRM, and routing

Sync seller calendars, connect your CRM, and set intake rules. Route prospects by territory, product fit, or account owner to match your enterprise sales strategy and reduce time to meeting.

02

Design account based workflows

Build account based selling workflows that trigger invites, reminders, and internal alerts for sellers and stakeholders. Automate reschedules, confirmations, and next steps after every interaction.

03

Measure and optimize performance

Track meeting volume, no-shows, lead response time, and conversion. Use workflow analytics to improve each stage of your B2B enterprise sales process and accelerate velocity.

Benefits for enterprise sales teams

Purpose built automation for complex deals and large buying groups

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Meeting reminder

now

Hi, this is a reminder that your enterprise sales teams meeting with Alex is in 30 mins

…

01

Operationalize account based engagement

Create account based selling workflows that coordinate SDR, AE, and solutions engineers around one account timeline. Send internal Slack alerts when champions book, schedule multi participant demos, and trigger follow-ups tied to deal stages. Align activity with your enterprise deal review template so leadership sees progress and risks in real time.

Bookings

Today

Tue, 13 May9:00am - 9:30amEnterprise sales teams kickoff | Q2
Tue, 13 May10:30am - 11:00amEnterprise sales teams team standup

This week

Tue, 14 May10:30am - 11:00amEnterprise sales teams review
Tue, 14 May1:00pm - 1:30pmClient follow-up

02

Handle the multi stakeholder sales process

Build templates for executive briefings, security reviews, and legal sessions. Automatically invite the right seller, SE, or legal contact, include the buyer committee, and personalize reminders by role. Cal.com orchestrates complex calendars and time zones so large buying groups move forward without friction.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder

03

Ship fast with open, secure infrastructure

Adopt our API-first platform with self-hosting options for strict compliance. Use webhooks, GraphQL and REST APIs to integrate with your stack. Cal.com is open source, SOC 2 compliant, SSO ready, and enterprise friendly, so you keep control while standardizing scheduling across teams and regions.
Email subjectAdd variable

Reminder: Are you still attending the meeting on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

04

Offrez une expérience cohérente et professionnelle

Une communication claire et à votre image rend chaque réservation fiable et professionnelle pour vos clients, vos équipes et vos participants.

Features built for complex B2B motions

Flexible, developer friendly, and enterprise ready

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Advanced routing rules

Route by territory, account owner, product, language, or SLA. Use intent signals to prioritize and send to pooled or round robin teams for faster coverage.

Account-based workflows

Trigger internal tasks, stakeholder invites, and multi-channel reminders tied to accounts, opportunities, and stages. Perfect for account based selling workflows.

Group and panel scheduling

Schedule multi participant demos, executive briefings, and technical deep dives. Automatically collect availability and send tailored reminders by role.

Workflow analytics

Monitor meeting creation, attendance, and conversion by segment, territory, and rep. Identify bottlenecks and improve each step of your B2B enterprise sales process.

Enterprise-grade controls

SSO, SCIM, SOC 2, audit logs, self-hosting, and granular permissions. Keep sensitive data in your environment while standardizing scheduling.

Extensible APIs and webhooks

Use REST and GraphQL APIs plus webhooks to sync with your CRM and data warehouse. Connect Salesforce or HubSpot via API, iPaaS, or Zapier.

Découvrez comment les workflows gardent votre planification sur la bonne voie

Découvrez comment Cal.com Workflows simplifie la planification, automatise les rappels et assure le bon déroulement de vos réunions. Voyez des exemples concrets de la façon dont les équipes utilisent les workflows pour réduire les absences et gagner du temps.

Tous vos outils essentiels synchronisés avec vos réunions

Se connecte à Slack, Salesforce et plus de 100 autres outils. Les réservations apparaissent là où votre équipe travaille déjà.

Commencer Explorer les applications
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarVérifie les conflits sur chaque calendrier et ajoute la réservation.
  • Zoom VideoAttribue à chaque réservation son propre lien de réunion.
  • SalesforceEnregistre la réunion sur le contact et l’attribue au propriétaire.
  • HubSpot CRMAjoute les réservations aux contacts et aux opportunités.
  • SlackAvertit l’équipe dès qu’une réunion est réservée.
  • StripeEncaisse le paiement quand le créneau est réservé.
  • FramerIntègre votre page de réservation à un site Framer.
  • ElevenLabsDonne aux agents vocaux une voix IA réaliste.
  • LinearDéfinit votre statut Absent du bureau depuis votre calendrier.
  • Meta PixelMesure les réservations issues de vos campagnes publicitaires Meta.
  • UmamiCompte les visites sur votre page de réservation, en privé.
  • WhatsAppRejoint vos invités sur un chat WhatsApp ou un appel vidéo.

Questions fréquentes

Voici quelques-unes de nos questions les plus fréquentes.

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Ne nous croyez pas sur parole

Nos utilisateurs sont nos meilleurs ambassadeurs. Découvrez pourquoi nous sommes le premier choix pour planifier des réunions.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeysur Trustpilot
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballsur Trustpilot
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo meriansur Product Hunt
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Bensur Product Hunt
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds sur X
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson sur X
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarsur Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixitsur Product Hunt
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh sur X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denissur Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best sur X
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeisur Product Hunt

Trusted by fast-growing companies around the world

Get started with enterprise sales workflows

Standardize scheduling for complex deals and large buying groups. Try Cal.com free, explore the API, or book a demo to see account based workflows in action. Move faster, reduce no-shows, and turn meetings into momentum.

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