Log the cold email thread to Salesforce when a meeting is booked

When a prospect books through Cal.com or Calendly, a webhook sends the meeting time, the prospect and the thread link to n8n, which logs the activity on the Salesforce lead or contact.

CRM sync

Salesforce

n8n

Cal.com

CalendlyRevOpsSales leaderRevenue plan

When

Meeting BookedFrom Cal.com or Calendly

Then

Send a webhookSend the prospect, meeting time, meeting URL and thread URL to n8n, which logs the activity in Salesforce

Why teams run it

AEs walk into the meeting with the full outbound conversation on the Salesforce record.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Log the cold email thread to Salesforce when a meeting is booked.
Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
Add the action Send a webhook: Send the prospect, meeting time, meeting URL and thread URL to n8n, which logs the activity in Salesforce.
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": "Log the cold email thread to Salesforce when a meeting is booked",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "webhook",
      "webhook_url": "https://hooks.example.com/master-inbox",
      "webhook_payload_variables": [
        "name",
        "email",
        "company_name",
        "label_names",
        "thread_url",
        "text"
      ]
    }
  ]
}'

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: "Log the cold email thread to Salesforce when a meeting is booked". 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 meeting fields are in the payload?

Meeting Booked webhooks can include the meeting time and meeting URL along with the prospect fields.

What if the booking email matches no lead?

The webhook still runs with the booking details, so n8n can decide whether to create a new record.

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.