Scheduling meetings with sales reps

Purpose

1.1 Automate scheduling of meetings between sales reps and inbound leads from various channels (website, email, chat, phone) for amusement machine suppliers.
1.2 Capture lead details, check rep availability, propose time slots, send invites, confirm bookings, set reminders, and sync calendars.
1.3 Reduce manual back-and-forth, decrease lead drop-off, and give instant scheduling options to prospects interested in arcade machine deals or demos.

Trigger Conditions

2.1 New lead submits inquiry via website, email, live chat, social media, phone call, or landing page.
2.2 Lead qualifies based on set criteria (location, business type, budget, interest in arcade machines).
2.3 Lead clicks a scheduling link, requests callback, or responds positively to initial outreach.

Platform Variants

3.1 Google Calendar API
• Feature/Setting: Use 'Events.insert' to create calendar events for meetings with leads; configure OAuth2 client credentials.
3.2 Microsoft Outlook Calendar API
• Feature/Setting: Use 'Create Event' endpoint; set permissions and specify sales rep calendar.
3.3 Calendly
• Feature/Setting: 'Create Scheduled Event' via API; use sales rep-specific links for personalized slots.
3.4 HubSpot Meetings
• Feature/Setting: 'Meetings API' POST to generate scheduling link after lead qualification.
3.5 Salesforce Scheduler
• Feature/Setting: Workflow Rule triggers 'Create Appointment' in CRM upon new lead entry.
3.6 Zoho Bookings
• Feature/Setting: 'Create Booking' API with rep assignment based on skill or region.
3.7 Acuity Scheduling
• Feature/Setting: 'Appointments API' to auto-book sales rep slots; configure webhooks for confirmation.
3.8 Slack
• Feature/Setting: Custom Slackbot posts meeting options to reps via 'chat.postMessage'.
3.9 Twilio SMS
• Feature/Setting: 'Messages API' to send SMS appointment options and receive confirmations.
3.10 Zoom
• Feature/Setting: 'Meetings API' to schedule virtual calls instantly and send join info.
3.11 Google Meet
• Feature/Setting: Create Meet links within 'Calendar Events' API booking flow.
3.12 OpenAI GPT
• Feature/Setting: 'Chat Completion' API parses lead messages, suggests meeting times.
3.13 Microsoft Teams
• Feature/Setting: 'Create Online Meeting' Graph API tied to scheduling results.
3.14 Doodle
• Feature/Setting: 'Create Poll' API for group scheduling; sync with rep calendar.
3.15 Pipedrive Scheduler
• Feature/Setting: Built-in Meetings tool via 'Activities API' when new deal added.
3.16 Mailgun
• Feature/Setting: 'Send Email' API to deliver scheduling invitations and confirmations.
3.17 Freshdesk
• Feature/Setting: 'Tickets API' triggers scheduling workflow for sales inquiries.
3.18 Intercom
• Feature/Setting: 'Conversation Part' API for proactive chat scheduling links based on lead type.
3.19 Mautic
• Feature/Setting: 'Points Trigger' initiates meeting scheduler if lead score passes threshold.
3.20 Google Forms
• Feature/Setting: On submission webhook to trigger appointment flow and rep allocation.
3.21 Webex
• Feature/Setting: 'Meetings API' to generate instant video meeting links for qualified prospects.
3.22 Dialpad
• Feature/Setting: Call Recording triggers scheduling action based on sales call outcomes.
3.23 Drift
• Feature/Setting: Chatbot 'Book Meeting' action after lead response or chat qualification.

Benefits

4.1 Eliminates manual scheduling, reduces no-shows, and increases rep productivity.
4.2 Provides rapid response to hot leads, improving conversion rates for arcade machine sales.
4.3 Syncs availability, prevents double-booking, and allows 24/7 scheduling capture.
4.4 Integrates with existing sales, CRM, and calendar systems for seamless workflow.
4.5 Delivers reminders, meeting links, and follow-ups automatically, reducing administrative overhead.