Lead Management & Customer AcquisitionPurpose
1.2. Enable prospective customers to reserve time slots online, via messaging, calls, or social channels, with instant calendar synchronization and tailored reminders.
1.3. Eliminate manual entry, reduce booking errors, minimize scheduling conflicts, and collect lead data for targeted follow-ups and conversion optimization.
Trigger Conditions
2.2. SMS or WhatsApp inquiry referencing appointment or showroom visit.
2.3. Facebook Messenger/Instagram DM requesting an appointment.
2.4. Phone call with request logged by staff or IVR system.
2.5. Email with specified keywords signaling booking intent.
Platform Variants
• Feature: Event Insert
• Setting: Configure API to receive event details from lead capture and create time-blocks.
3.2. Microsoft Outlook Calendar API
• Feature: Calendar.CreateEvent
• Setting: API key setup and data mapping from CRM input.
3.3. Calendly
• Feature: Scheduling Link Integration
• Setting: Embed custom booking widgets; configure webhook to capture bookings.
3.4. Acuity Scheduling
• Feature: Appointment API
• Setting: Configure OAuth, push form data as new appointments.
3.5. Zapier
• Feature: Event Automation
• Setting: "New submission triggers booking" Zap with Google Sheets/Calendar.
3.6. Twilio SMS
• Feature: SMS Parser
• Setting: Keyword detection; auto-send booking link and capture reply confirmations.
3.7. SendGrid
• Feature: Triggered Emails
• Setting: Automated appointment confirmation and reminders.
3.8. HubSpot CRM
• Feature: Meetings Scheduling
• Setting: Connect Meetings tool, link booking to contact records.
3.9. Salesforce
• Feature: Service Appointment Scheduling
• Setting: Flow configuration to auto-create appointments upon lead intake.
3.10. WhatsApp Business API
• Feature: Automated Replies
• Setting: Set up quick-replies with calendar integration for booking slots.
3.11. Facebook Messenger API
• Feature: Bot Integration
• Setting: Messenger bot answers and books visit via event API.
3.12. Instagram Graph API
• Feature: Message Automation
• Setting: DM triggers automated booking response and link.
3.13. Typeform
• Feature: Webhook Notification
• Setting: On form submission, payload sent to booking endpoint.
3.14. JotForm
• Feature: Appointment Field
• Setting: Set limits per timeslot, send webhook to backend calendar.
3.15. Shopify Appointments
• Feature: Appointment Product
• Setting: Product page for showroom visit, integrated with calendar.
3.16. WooCommerce Bookings
• Feature: Bookable Product
• Setting: Allow showroom visits as "products" with time selection.
3.17. Google Forms
• Feature: Response Notification
• Setting: Auto-send booking info to email/calendar API.
3.18. Slack
• Feature: Workflow Builder
• Setting: Slack command "/bookvisit" triggers external appointment API.
3.19. Intercom
• Feature: Custom Bots
• Setting: Conversation triggers appointment scheduling.
3.20. Microsoft Teams
• Feature: Bot Integration
• Setting: Teams bot accepts booking queries, syncs with Outlook.
Benefits
4.2. Minimizes double-booking and missed appointments via real-time slot validation.
4.3. Captures lead data on auto-pilot for remarketing and analytics.
4.4. Sends reminders, reducing no-shows and saving staff time.
4.5. Provides clear reporting on showroom footfall and staff utilization.
4.6. Enhances customer experience by confirming appointments instantly.
4.7. Allows staff to focus on sales, not admin.
4.8. Easily scalable for holiday hours or promotional events.