Customer Relationship & Sales AutomationsPurpose
1.2. Eliminate manual calendar management, reduce booking conflicts, and automate reminders for visitors.
1.3. Streamline lead capture, pre-visit qualification, and customer engagement in a single automated workflow.
1.4. Enhance sales pipeline with automated follow-up and nurturing sequences post-appointment.
1.5. Enable seamless integration with POS, CRM, and building materials inventory systems for end-to-end automating of customer experience.
Trigger Conditions
2.2. Third-party directory/referral inquiry received through email.
2.3. Inbound SMS or WhatsApp with a “book a tour” keyword.
2.4. Outbound sales team logs prospect interaction in CRM.
2.5. Social media “Book Now” CTA activated.
2.6. Click on scheduling link in promotional email campaign.
Platform Variants
• Feature: API webhook for booking created event.
• Setting: Automate webhook to trigger flow on booking, mapping invitee details.
3.2. Acuity Scheduling
• Feature: Appointment Created event.
• Setting: API integration to automatedly send confirmation and reminders.
3.3. Google Calendar
• Feature: create and update events API.
• Setting: Automate event creation with guest additions and location.
3.4. Microsoft Outlook Calendar
• Feature: Calendar Events API.
• Setting: Automation of calendar invites and attendee responses.
3.5. Zoom
• Feature: Meetings API.
• Setting: Automated creation of virtual tour meetings and email invites.
3.6. Twilio SMS
• Feature: Messaging API.
• Setting: Trigger automated SMS reminder sequences for scheduled tours.
3.7. SendGrid
• Feature: Mail Send API.
• Setting: Automated sending of transactional appointment confirmation emails.
3.8. Mailchimp
• Feature: Customer Journeys.
• Setting: Automate post-tour email nurturing campaigns.
3.9. HubSpot
• Feature: CRM Workflows.
• Setting: Automated lead logging, status update, and follow-up pipeline.
3.10. Salesforce
• Feature: Process Builder & Flows.
• Setting: Automated appointment tasks and guided follow-up processes.
3.11. Shopify
• Feature: App webhook events.
• Setting: Automatedly link tour bookings to customer profiles for retail conversion tracking.
3.12. Slack
• Feature: Incoming Webhooks.
• Setting: Automated tour booking alert notifications to sales staff.
3.13. Google Sheets
• Feature: Sheets API.
• Setting: Automatedly append appointment data for analytics.
3.14. Typeform
• Feature: Webhooks & API.
• Setting: Automate intake of tour requests and push to scheduling service.
3.15. Microsoft Teams
• Feature: Graph API.
• Setting: Automated calendar event share for internal staff.
3.16. WhatsApp Business API
• Feature: Automated messages.
• Setting: Send automated appointment confirmation and Q&A.
3.17. DocuSign
• Feature: Envelopes API.
• Setting: Send legal waivers for e-signature prior to site visits, automatedly.
3.18. Zapier
• Feature: Webhook/Formatter steps.
• Setting: Automate multistep handoffs between scheduling, CRM, and email tools.
3.19. Facebook Messenger
• Feature: Messenger API.
• Setting: Automated appointment confirmation via chatbot.
3.20. Pipedrive
• Feature: Deals API.
• Setting: Automatedly log scheduled tour as a sales activity.
Benefits
4.2. Reduces double-bookings and enables automating of confirmations and reminders for higher attendance.
4.3. Accurately syncs schedules and automates CRM lead and pipeline data.
4.4. Enhances customer experience with personalized automated follow-ups.
4.5. Frees up resources by automating administrative tasks, enabling sales teams to focus on high-value buyers.