The moment it happens

Post booked Salesloft meetings to Slack

When a meeting is booked in Salesloft, #wins shows who it's with, when it is and which rep booked it.

Runs: The moment it happens
Apps: Salesloft
AI: Not needed
Access: read meetings, webhooks

Send this to your assistant

Create a ClickRuntime automation: when a meeting is booked in Salesloft, post the attendee, meeting time and rep to #wins in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A booked meeting is the outcome a sales development team works toward, and it is also the moment when others need to act. The account executive has to prepare, a solutions engineer may need to join, and the manager wants to celebrate. In many teams the SDR books the meeting in Salesloft and then sends a separate chat message by hand, or forgets to, so the AE finds out when the calendar invite lands an hour before the call.

When Salesloft reports that a meeting has been booked, the automation receives the event right away, fetches the meeting details, and posts a Slack message with who booked it, the prospect, and when. There is no polling delay, because it runs the moment the event arrives. It suits SDR and AE teams that hand off meetings and want everyone to see them without extra typing.

What you get out of it

AEs prepare before the call
An account executive who sees the booking immediately has days, not hours, to research the account and plan the conversation. A better-prepared first call is far more likely to turn into a second one.
SDRs get visible credit
Each booking is announced with the rep's name. Recognition for the work that creates pipeline is automatic, which keeps morale up on a role that involves a lot of rejection.
No dependence on manual updates
Handoffs that rely on someone typing a message break when the rep is busy. Posting from the event itself means every meeting is announced, including those booked at 5:45 on a Friday.
Managers track meeting volume live
The channel becomes a running count of meetings booked this week. A manager can see the pace against goal on a Wednesday and push for more outbound while there is time left.
Early warning for overlapping meetings
Seeing bookings together shows when two prospects from the same company, or two meetings at the same hour, were set up. That lets the team coordinate before a prospect receives conflicting invitations.

How it works

What happens, step by step

When a meeting is booked in Salesloft, Salesloft tells ClickRuntime straight away.
ClickRuntime looks up the meeting in Salesloft to get its title, start time, attendees and the rep who booked it.
It posts the meeting to #wins in Slack, showing who it is with, when it starts and which rep booked it.

Before it runs live

Connect Salesloft
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Post booked Salesloft meetings to Slackjust nowSucceeded

Slack · #winsMeeting booked: Northwind intro call With jo@northwind.com at 2026-10-21T15:00:00Z (rep: Sam Lee)

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Salesloft steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

meeting_booked_alert.pyexample

from clickruntime import on_event, credentials, notify, http

@on_event
def handle(event):
    meeting_id = (event.json or {}).get("id")
    if not meeting_id:
        return {"posted": False}
    token = credentials.connection("salesloft", "work")
    resp = http.get("https://api.salesloft.com/v2/meetings",
                    params={"ids[]": meeting_id},
                    headers={"Authorization": f"Bearer {token}"})
    resp.raise_for_status()
    meeting = resp.json()["data"][0]
    attendees = ", ".join(a.get("email", "") for a in meeting.get("attendees") or [])
    rep = (meeting.get("booked_by_user") or {}).get("name", "unknown rep")
    notify.slack(
        f"Meeting booked: {meeting['title']}\n"
        f"With {attendees or 'unknown attendee'} at {meeting['start_time']} (rep: {rep})",
        channel="#wins",
    )
    return {"posted": True, "meeting": meeting_id}

FAQ

Common questions

Which Salesloft events trigger this alert?

It reacts to the meeting booked event Salesloft sends, then fetches the meeting record for details. Meetings created through Salesloft's scheduling tools are covered. Meetings added outside Salesloft, directly on a calendar, will not trigger it.

How quickly does the message appear after booking?

It is posted as soon as Salesloft sends the event, usually within seconds. There is no schedule to wait for, so the alert reaches the channel while the SDR is still on the call with the prospect.

Can the post tag the account executive who owns the account?

Yes, if the meeting record includes the assigned owner, the message can mention them by name or a Slack handle. Matching Salesloft users to Slack users is set up once, by listing which person corresponds to which handle.

What permissions does it need?

read meetings, webhooks. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 10 minutes