Enrich a lead's phone and email as soon as they book a meeting

When a prospect books, Master Inbox runs contact enrichment on your own provider accounts, so the AE has a phone number and verified email before the call.

Meetings

Cal.com

Calendly

Prospeo

Findymail

BetterContactSDR managerRevOpsRevenue plan

When

Meeting BookedFrom Cal.com or Calendly

Then

Enrich the prospectContact enrichment waterfall

Why teams run it

AEs can call if the prospect is late, and credits are only spent on people who booked.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Enrich a lead's phone and email as soon as they book a meeting.
Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
Add the action Enrich the prospect: Contact enrichment waterfall.
Save the workflow and switch it to Active.

Before you start, connect Cal.com or Calendly under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Enrich a lead's phone and email as soon as they book a meeting",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "enrich_prospect",
      "enrich_with": "contact_enrichment_bundle"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Enrich a lead's phone and email as soon as they book a meeting". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Which providers does the waterfall use?

Your own Prospeo, Findymail, Icypeas, BetterContact or LeadMagic accounts, in the order you set.

Are enrichment credits included?

No. Enrichment runs on your own provider account.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Revenue plan. Every plan has unlimited users and starts with a free 7-day POC.