Scheduling consultations or site visits through automated calendar invites

Purpose

1.1. Automate the scheduling of consultations or site visits with prospective property appraisal clients, reducing manual coordination and ensuring appointments are calendarized based on real-time availability.
1.2. Capture client interest directly from web forms, emails, or CRM triggers, automatically generating and sending calendar invitations to clients and staff.
1.3. Support follow-ups, reminders, and entry into CRM by syncing events with scheduling and communications tools.

Trigger Conditions

2.1. Submission of a website inquiry or consultation request form.
2.2. Direct email inquiry with relevant keywords or swipe file matching.
2.3. New lead creation in CRM tagged for 'consultation' or 'site visit'.
2.4. Receipt of call or SMS requesting a site visit.
2.5. Lead data entry from third-party lead sources.
2.6. Pre-defined workflow stage change in pipeline or CRM.

Platform Variants

3.1. Google Calendar
• Feature/Setting: Calendar API — Insert event with invitee email; set event description/location/duration.
3.2. Microsoft Outlook/Exchange
• Feature/Setting: Calendar REST API — Schedule event using 'Create event', auto-send invites.
3.3. Calendly
• Feature/Setting: Webhook/Integration API — Listen for booking, auto-send calendar invite to both parties.
3.4. Acuity Scheduling
• Feature/Setting: API endpoint '/appointments' — Auto-create appointment, trigger calendar sync.
3.5. HubSpot
• Feature/Setting: CRM Workflows + Meeting link — Trigger invite upon lead stage update/created.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow — Auto-create Calendar Event with contact invite.
3.7. Zoho CRM
• Feature/Setting: Workflow + Calendar booking API — On new 'Consultation' lead, send calendar invite.
3.8. Pipedrive
• Feature/Setting: Activity/Meeting creation API — Generate scheduled meeting for leads.
3.9. Office 365 Graph API
• Feature/Setting: 'Create event' in /me/calendar/events — Send invitation to user and client.
3.10. Slack
• Feature/Setting: Calendar or meeting bot integration — Notify and generate calendar events within channel.
3.11. Twilio
• Feature/Setting: SMS webhook for booking requests — Parse, trigger invite creation.
3.12. Zoom
• Feature/Setting: Zoom Meeting API — Auto-schedule appraisal meeting or virtual visit, email calendar invite.
3.13. Google Forms
• Feature/Setting: Form submit trigger — Parse details, use Apps Script or API to generate event invite.
3.14. Typeform
• Feature/Setting: Webhook — On submit, trigger scheduler integration.
3.15. Calendso
• Feature/Setting: API/Webhooks — Create event and dispatch invites.
3.16. GoToMeeting
• Feature/Setting: Meetings v2 API — Schedule and invite upon trigger.
3.17. Eventbrite
• Feature/Setting: Order webhook/API — Auto-create event for in-person consultations/site visits.
3.18. Monday.com
• Feature/Setting: Automations + Calendar view — When status is ‘Book Visit’, auto-schedule invite.
3.19. Mailgun
• Feature/Setting: Send receiving hooks — Parse, then use transactional template to send confirmation invite.
3.20. Intercom
• Feature/Setting: Workflow campaign — Trigger invite from chat when a ‘site visit’ interest is captured.
3.21. Doodle
• Feature/Setting: API — Suggest meeting slots, finalize, and calendarize for all invitees.
3.22. Square Appointments
• Feature/Setting: Booking API — On client booking, event sent with invite.

Benefits

4.1. Reduces manual effort scheduling and tracking meetings.
4.2. Eliminates double-bookings and improves professionalism.
4.3. Increases consultation conversion and client satisfaction via immediate response.
4.4. Enables full audit trail and CRM integration with every scheduled interaction.
4.5. Provides multi-channel flexibility—web, SMS, chat, or phone initiated bookings.