Lead Management & Client OnboardingPurpose
1.2. Automates calendar invitations, confirmations, and reminders, streamlining client engagement and resource logistics.
1.3. Ensures clients can self-schedule based on consultant availability via web, email, SMS, or integrated CRM portals, accelerating intake and automating operations.
1.4. Enables automated rescheduling/cancellations, follow-up workflows, and centralized data capture for reporting and capacity planning purposes.
Trigger Conditions
2.2. Trigger on calendar availability detection (Google/Outlook/Exchange free slot found).
2.3. Incoming calls or SMS from prospects, automatable via telephony API event.
2.4. Trigger on email requests containing scheduling intent keywords or specific actionable phrases.
2.5. Automated response to calendar invite acceptance or declination events.
Platform Variants
3.1. Google Calendar
• API: Events.insert — Automates creating and sharing event slots with clients based on consultant availability.
3.2. Microsoft Outlook Calendar
• API: /me/events POST — Automates event creation and invites, syncing with backend leads database.
3.3. Calendly
• Webhooks — Automator triggers workflows when new bookings or cancellations happen.
3.4. Acuity Scheduling
• API: /appointments — Automates timeslot management and sends reminders automatically.
3.5. Zoom
• API: /meetings — Automates video link generation and calendar insertion upon appointment confirmation.
3.6. Twilio
• API: Messages.create — Automates SMS confirmations and reminders for scheduled or automated appointments.
3.7. HubSpot
• API: Engagements — Automates engagement record creation for each scheduled consultation.
3.8. Salesforce
• API: /services/data/vXX.0/sobjects/Event — Automator creates calendar and task entries in CRM.
3.9. Google Meet
• API: Create meeting — Automated link generation and email injection for site visit conferencing.
3.10. Microsoft Teams
• API: OnlineMeetings — Automates team consultation scheduling with client and consultant.
3.11. Doodle
• API: /polls — Automates polling multiple stakeholders for best appointment slot.
3.12. SendGrid
• API: /mail/send — Automates customized confirmation and reminder email notifications.
3.13. Zoho CRM
• API: /appointments — Automates event scheduling and lead status update.
3.14. Pipedrive
• API: /activities — Automates logging consultation and automating follow-up task creation.
3.15. Slack
• API: chat.scheduleMessage — Automates team reminders and client status updates internally.
3.16. Webex
• API: /meetings — Automates video appointment generation with participant invites.
3.17. Intercom
• API: Conversations — Automates scheduling links based on client chat intent detection.
3.18. Freshdesk
• API: /tickets — Automates appointment ticket creation from support or consultation requests.
3.19. Typeform
• Webhook — Automator triggers scheduling flow from form submission events.
3.20. ClickSend
• API: /v3/sms/send — Automates automated SMS appointment reminders and confirmations.
3.21. Facebook Messenger
• API: Send API — Automator delivers scheduling interactions directly within Messenger conversations.
3.22. Google Forms
• Script — Automated scheduling logic post submission for instant appointment allocation.
Benefits
4.2. Automatedly accelerates lead-to-consultation conversion with instant calendar access.
4.3. Enhances client satisfaction by automating reminders and reducing no-shows.
4.4. Centralizes and automates client touchpoint tracking for analytics and reporting.
4.5. Empowers teams by automating notification flows, reducing manual operations.
4.6. Allows business scalability through automatable and customizable scheduling rules.
4.7. Strengthens accountability via automated audit trails for appointments and rescheduling.