Calendar integration for discovery call scheduling

Purpose

1.1. Centralize booking of discovery calls for aerial photography services via calendar integration to streamline lead intake, eliminate manual scheduling, reduce friction, minimize double bookings, allow prospects to self-select times, send automated confirmations/reminders, synchronize with availability, capture initial client information for onboarding, and trigger follow-up workflows across CRM, emails, and intake forms.

Trigger Conditions

2.1. New form submission on website landing page requesting a discovery call
2.2. Direct calendar booking link accessed from ad, email, or social media
2.3. Inbound inquiry email received with call interest keywords
2.4. CRM status set to "Lead: Schedule Discovery Call"
2.5. Voicemail or text requesting a callback for new project

Platform Variants

3.1. Google Calendar
• API: Calendar.events.insert — Configure with user OAuth and resource calendar ID for slot creation and invite sending

3.2. Microsoft Outlook / Office 365 Calendar
• API: v1.0/me/events — Register Azure app, use delegated permissions, create event on behalf of aerial photographer

3.3. Calendly
• Webhooks: Invitee Created — Webhook triggers upon new booking, forwards data to intake pipeline

3.4. Acuity Scheduling
• API: Appointments Add — Create and sync bookings, map to staff calendars, issue confirmation emails

3.5. HubSpot Meetings
• Trigger: meetings.booked — Push new event to HubSpot CRM, set workflow for onboarding

3.6. Salesforce Calendar
• REST API: /services/data/vXX.0/sobjects/Event — Insert new Event record linked to Lead object

3.7. Zoho Bookings
• API: Bookings/appointments — Auto-create booking, set reminder notification template

3.8. Microsoft Bookings
• API: /bookingBusinesses/{id}/appointments — POST appointment for selected aerial service

3.9. SimplyBook.me
• API: /bookings/new — Configure service code for aerial discovery; enable reminder plugin

3.10. Appointlet
• Webhook: booking.created — Captures details; triggers onboarding email sequence

3.11. YouCanBook.me
• Webhook: New Booking — Updates CRM pipeline and dispatch calendar confirmation email

3.12. Square Appointments
• API: Bookings.createBooking — Syncs with primary Google/Outlook calendar

3.13. Doodle
• API: /polls — Preconfigure time slots, generate booking link, enable API notifications

3.14. TimeTrade
• API: v3/appointments — Auto-accept on conflict-free slots, update CRM

3.15. Setmore
• API: /bookings — Enable two-way sync with external calendar; auto-set service reminder

3.16. Bookafy
• API: /api/appointments — Schedule discovery call, assign staff, send SMS confirmation

3.17. OnceHub (ScheduleOnce)
• Webhook: Booking Created — Push booking to CRM, trigger intake workflow

3.18. 10to8
• Webhook: New Booking Notification — Extract lead details for onboarding

3.19. Fresha
• API: /appointments — Book discovery meeting, assign to aerial imaging category

3.20. Calendso (Cal.com)
• API: POST /bookings — Native integration with Google/Microsoft; assign internal calendar

3.21. ClickUp
• API: /calendar/events — Log meeting in project space, auto-assign pipeline task

3.22. Pipedrive Scheduler
• API: /activities — Create activity for booked call, update deal stage

3.23. Trello
• Power-Up: Calendar Integration — Card auto-created for scheduled discovery, include client intake checklist

Benefits

4.1. Eliminates scheduling conflicts with real-time slot sync and automatic blocking
4.2. Increases conversion by offering instant, hassle-free booking for potential clients
4.3. Reduces manual administration for aerial photographers, freeing time for core activities
4.4. Sends consistent client communications and reminders to improve attendance
4.5. Gathers lead data seamlessly into CRM or project pipeline for effective onboarding
4.6. Enables multi-platform scheduling to suit client preferences and maximize reach
4.7. Provides analytics on scheduling patterns and inbound lead funnel efficiency
4.8. Ensures accurate time-zone management and reduces missed calls
4.9. Provides a professional, digital-first experience reflective of high-end aerial services
4.10. Integrates with follow-up workflows to automatically trigger onboarding, forms, or proposal processes