Schedule Calendly meetings for invitees when new leads appear in Beside
Boost your sales process efficiency with this streamlined workflow. When a lead is detected in the Beside app, it swiftly triggers a booking of a meeting for the invitee in the Calendly app. This simplifies your lead management process, ensuring you act promptly on new leads, accelerating the initiation of your sales procedure.
Boost your sales process efficiency with this streamlined workflow. When a lead is detected in the Beside app, it swiftly triggers a booking of a meeting for the invitee in the Calendly app. This simplifies your lead management process, ensuring you act promptly on new leads, accelerating the initiation of your sales procedure.
- When this happens...Lead
Triggers when a new lead communicates with you or you communicate with a new lead.
- automatically do this!Book Meeting for Invitee
Creates a new scheduled event with an invitee. Standard notifications, calendar invites, and workflows run as if booked via the Calendly UI.
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