Lead Management & Client OnboardingPurpose
1.2. Automates calendar bookings by integrating real-time availability and sending confirmations to both clients and staff.
1.3. Automates follow-up reminders, eliminates double bookings, and ensures smooth onboarding for new design agency clients.
1.4. Enables design agencies to automatically qualify, capture, and route new business inquiries into the appropriate client intake workflow.
Trigger Conditions
2.2. Automated lead import from CRM or marketing platform.
2.3. Direct email inquiry automation detecting intent for a call.
2.4. Automated scheduling request via chatbots or social messaging platforms.
2.5. Automatedly triggers on incoming calls or missed call logs requiring follow-up meetings.
Platform Variants
• Feature/Setting: Automate “Event Types” and “Availability” via API to book intro meetings upon lead creation.
3.2. Google Calendar
• Feature/Setting: Automate event insertion using Google Calendar API in response to webhook triggers.
3.3. Microsoft Outlook Calendar
• Feature/Setting: Automate “Create Event” using Microsoft Graph API based on lead capture triggers.
3.4. HubSpot Meetings
• Feature/Setting: Automate meeting creation through HubSpot Engagements API integrated with lead forms.
3.5. Zoom
• Feature/Setting: Automate meeting scheduling by calling Zoom Meetings API after lead qualification.
3.6. Google Meet
• Feature/Setting: Automate meeting link generation and send invites programmatically using Google API.
3.7. Slack
• Feature/Setting: Automate channel notifications and reminders via Slack Events API after meetings scheduled.
3.8. Twilio SMS
• Feature/Setting: Automate SMS reminders of scheduled meetings using Twilio Programmable Messaging.
3.9. SendGrid
• Feature/Setting: Automate confirmation/notification emails using SendGrid Mail Send API post-booking.
3.10. Typeform
• Feature/Setting: Automate post-response actions using Typeform Webhooks to trigger scheduling.
3.11. Zoho CRM
• Feature/Setting: Automate task creation or meeting links using Zoho CRM API upon new lead entries.
3.12. Salesforce
• Feature/Setting: Automate “Event” or “Task” record creation via Salesforce API triggered by new lead events.
3.13. Pipedrive
• Feature/Setting: Automate meeting task scheduling using Pipedrive Activities API for new deals.
3.14. Intercom
• Feature/Setting: Automate meeting scheduling from conversation workflows using Intercom APIs.
3.15. Drift
• Feature/Setting: Automate chatbot-driven calendar scheduling by integrating Drift Playbooks API.
3.16. Acuity Scheduling
• Feature/Setting: Automate intake and slot booking via Acuity Scheduling API.
3.17. Microsoft Teams
• Feature/Setting: Automate meeting generation and link sending using Microsoft Teams API.
3.18. ClickUp
• Feature/Setting: Automate meeting tasks and reminders using ClickUp API based on qualifying lead triggers.
3.19. Aircall
• Feature/Setting: Automate call logs leading to calendar invites via Aircall Webhooks and API.
3.20. HubSpot Workflows
• Feature/Setting: Automate sequential client onboarding actions and meetings with HubSpot Workflow Automations.
3.21. Google Forms
• Feature/Setting: Automate lead data collection to calendar invite via Forms Webhook and Calendar API.
3.22. Monday.com
• Feature/Setting: Automate board automation to create call tasks when forms are submitted via API.
3.23. Freshdesk
• Feature/Setting: Automate ticket-triggered meeting scheduling via Freshdesk Automations and API.
Benefits
4.2. Automates reminders reduce no-shows and improves professionalism with prospective clients.
4.3. Frees up agency staff by automating repetitive scheduling and intake processes.
4.4. Automates lead-to-meeting pipeline, streamlining client onboarding and accelerating project kickoffs.
4.5. Centralizes communication, automates meeting reminders, and reduces admin overhead for agencies.