Adding calendar bookings to the Pipeline with Claude

When a prospect books a call through your scheduler, Agency OS can add them to your Pipeline for you. The New lead auto-sync prompt in the Library connects your scheduler to the CRM, so you never copy a lead in by hand.

Before you start

• Claude is connected to Agency OS. See Connecting Claude to Agency OS.
• Prospects book through a scheduler with a booking form, such as Calendly or HubSpot.

Set it up

1. In Claude, connect the scheduler you use to book calls (Calendly, HubSpot or similar). Your Agency OS connector is already there.
2. In Agency OS, open Library and choose New lead auto-sync. Click Copy prompt.
3. Open a new chat in Claude and paste the prompt.
4. Fill in the FILL IN line at the top with the names of your sales-call event types, for example "Discovery Call." There are no IDs or account numbers to look up.
5. Send it once. Claude adds any new bookings as leads and tells you what it added or updated.
6. When it's working, tell Claude to run it on a schedule. The Library suggests: "Run this every day at 7:00am and 4:00pm."

Only the event types you name are pulled in, so you can run several offers and keep internal meetings out. It never creates a duplicate: if the lead is already in your Pipeline, it fills in anything missing.

What you'll see on the lead

• The lead lands in the first column, Awaiting Discovery, with the call date on the card.
• Name, email, phone and website from the booking.
• A Qualification panel with every answer from the booking form, in order.

Use those answers to decide whether to take the call. If the lead isn't a fit, check their website, then cancel the call and move the card to Not Qualified.

Get better answers from the form

The Qualification panel is only as good as your questions. Put your qualifying questions on the booking form, for example:

• Are you actively investing in marketing?
• If you work with an agency, how much time is left on your contract?
• How much are you investing in marketing each month?
• Would you invest at least your minimum to execute the plan?
• How did you hear about us?